Angela Dockum, financial advisor Portland OR
93 score

Angela Dockum

CRD Number: 5385216
Current Firm: Waddell & Reed

Angela Dockum (CRD# 5385216) is an Investment Advisor Representative working at Waddell & Reed in Portland, OR and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Beginnings Portland, OR May 2015 - Current 1
Various Insurance Carriers For W & R Insurance Agencies Vancouver, WA Sep 2007 - Current 9
Waddell & Reed Inc. Vancouver, WA Jul 2007 - Current 9
Peo State Of Washington Sammamish, WA Mar 2014 - Mar 2016 2
Women In Insurance & Financial Services Portland, OR Sep 2012 - Oct 2014 2
Peo State Of Washington Sammamish, WA Mar 2012 - Mar 2014 2
Unemployed Vancouver, WA Feb 2007 - Jul 2007 < 1
Hertz Rac Portland, OR Sep 2006 - Feb 2007 < 1
Hertz Rac Hapeville, GA Aug 1999 - Sep 2006 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Angela M. Dockum
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • LA
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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