Benjamin Guizlo, financial advisor Riverside CA
93 score

Benjamin Guizlo

CRD Number: 5445590
Current Firm: Waddell & Reed

Benjamin Guizlo (CRD# 5445590) is an Investment Advisor Representative working at Waddell & Reed in Riverside, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mission Inn Foundation Riverside, CA Jul 2016 - Current < 1
Pick Group Riverside, CA Jun 2015 - Current 1
Waddell & Reed, Inc. Riverside, CA May 2012 - Current 4
Various Insurance Carriers For W & R Insurance Agencies Riverside, CA May 2012 - Current 4
Unemployed Riverside, CA Mar 2012 - May 2012 < 1
Logos Wealth Advisors Inc. Rancho Cucamonga, CA Mar 2010 - Mar 2012 2
Mml Investors Services Inc. Ontario, CA Jan 2010 - Feb 2010 < 1
Massmutual Ontario, CA Nov 2009 - Feb 2010 < 1
Logos Wealth Advisors, Inc. Rancho Cucamonga, CA Apr 2009 - Jan 2010 < 1
Ameriprise Financial Services, Inc. Rancho Cucamonga, CA Aug 2007 - Apr 2009 1
County Of Riverside Riverside, CA Aug 2006 - Jun 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Benjamin F. Guizlo
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • KY
  • MO
  • NV
  • TX
  • WA
  • WI
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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