Carla GlavineCRD Number: 6328065
Current Firm: Waddell & Reed
Carla Glavine (CRD# 6328065) is an Investment Advisor Representative working at Waddell & Reed in Salem, OR and has over 2 years of experience in the finance industry.
True Private Wealth Advisors, LLC
H. Beck, Inc.
Sagepoint Financial, Inc.
|Various Insurance Carriers For W&r Insurance Agencies||Salem, OR||Oct 2014 - Current||2|
|Waddell & Reed, Inc.||Salem, OR||May 2014 - Current||2|
|Unemployed||Salem, OR||Oct 2013 - May 2014||< 1|
|Sentry Insurance||Salem, OR||Jan 2006 - Oct 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
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