Carolyn Abshier, financial advisor San Antonio TX
93 score

Carolyn Abshier

CRD Number: 5324995
Current Firm: Waddell & Reed

Carolyn Abshier (CRD# 5324995) is an Investment Advisor Representative working at Waddell & Reed in San Antonio, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W&r Insurance Agencies Canyon Lake, TX Oct 2007 - Current 9
Waddell & Reed, Inc. San Antonio, TX Apr 2007 - Current 9
Self-employed New Braunfels, TX Jun 2013 - Oct 2013 < 1
Comal Isd New Braunfels, TX Oct 1998 - May 2007 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Carolyn J. Abshier
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • CA
  • GA
  • LA
  • MI
  • MO
  • OH
  • TX
  • VA
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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