David AnsbroCRD Number: 4487264
Current Firm: Waddell & Reed
David Ansbro (CRD# 4487264) is an Investment Advisor Representative working at Waddell & Reed in Raleigh, NC and has over 15 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Liberty National Life Insurance Company||Birmingham, AL||Aug 2010 - Current||7|
|Waddell & Reed, Inc.||Raleigh, NC||Dec 2001 - Current||16|
|Various Insurance Carriers For W & R Insurance Agencies||Cary, NC||Nov 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 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