Gwendolyn BestCRD Number: 5302793
Current Firm: Waddell & Reed
Gwendolyn Best (CRD# 5302793) is an Investment Advisor Representative working at Waddell & Reed in Roseburg, OR and has over 10 years of experience in the finance industry.
D.a. Davidson & Company
Orca Investment Management, LLC
D.a. Davidson & Company
|Holy Spirit Episcopal Church||Sutherlin, OR||Mar 2016 - Current||2|
|Connie Benham||Eugene, OR||Jun 2013 - Current||5|
|Waddell & Reed, Inc.||Roseburg, OR||Jan 2010 - Current||8|
|Various Insurance Carriers For W&r Insurance Agencies, Inc.||Sutherlin, OR||Jan 2010 - Current||8|
|Sutherlin Area Chamber Of Commerce||Sutherlin, OR||Jul 2012 - Jul 2015||3|
|Sutherlin Friends Of The Library||Sutherlin, OR||May 2013 - Jun 2015||2|
|Lions International||Sutherlin, OR||May 2010 - Jun 2015||5|
|American Women Veterans Association||Roseburg, OR||Dec 2012 - Sep 2014||1|
|Boy Scouts Of America||Eugene, OR||Jun 2012 - Sep 2014||2|
|Sue Ann Rodgers||Roseburg, OR||May 2010 - Jun 2013||3|
|Unemployed||Sutherlin, OR||Oct 2009 - Jan 2010||< 1|
|Pentagon Federal Credit Union||Eugene, OR||May 2008 - Oct 2009||1|
|Cuso Financial Svcs LP||Eugene, OR||May 2008 - Oct 2009||1|
|Unemployed||Sutherlin, OR||Jan 2008 - May 2008||< 1|
|Edward Jones||Sutherlin, OR||Mar 2007 - Jan 2008||< 1|
|State Of Nevada||Carson City, NV||Feb 2002 - Mar 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- 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, WY
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