Patty KlineCRD Number: 1057557
Current Firm: Waddell & Reed
Patty Kline (CRD# 1057557) is an Investment Advisor Representative working at Waddell & Reed in Salina, KS and has over 33 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Cambridge Investment Research Advisors, Inc.
First Allied Advisory Services, Inc.
|Various Insurance Carriers||Manhattan, KS||Apr 1988 - Current||28|
|Waddell & Reed, Inc.||Manhattan, KS||Jul 1982 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1982|
|S65||NASAA Investment Advisors Law Examination||Oct 1997|
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