Pravin ParekhCRD Number: 4534424
Current Firm: Waddell & Reed
Pravin Parekh (CRD# 4534424) is an Investment Advisor Representative working at Waddell & Reed in Plymouth, MN and has over 15 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Hopkins Center For The Arts||Hopkins, MN||Jul 2011 - Current||6|
|Waddell & Reed, Inc.||Plymouth, MN||Feb 2003 - Current||15|
|Various Insurance Carriers For W & R Insurance Agencies||Wayzata, MN||Feb 2003 - Current||15|
|Capital Management Solutions LLC||Wayzata, MN||May 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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