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.
CRD# 1197465
D.a. Davidson & Company
Score
93
CRD# 70917
Orca Investment Management, LLC
Score
93
CRD# 5260571
D.a. Davidson & Company
Score
93
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holy Spirit Episcopal Church | Sutherlin, OR | Mar 2016 - Current | 2 |
| Connie Benham | Eugene, OR | Jun 2013 - Current | 4 |
| 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 |
- CA
- NM
- WA
- NV
-
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)
- Other
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.