Mary Whillock (CRD# 3088008) is an Investment Advisor Representative working at Waddell & Reed in Southlake, TX and has over 18 years of experience in the finance industry.
CRD# 5425820
Khp Capital LLC
Score
108
CRD# 4465166
Commonwealth Financial Network
Score
101
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jimmy Lee | Arlington, TX | Dec 2009 - Current | 7 |
| Various Insurance Carriers | Arlington, TX | Dec 2001 - Current | 15 |
| Waddell & Reed, Inc. | Arlington, TX | Nov 2001 - Current | 15 |
| Jtl Administrative Services, Inc. | Plano, TX | Nov 2015 - Mar 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2001 |
- AL
- AK
- CA
- CO
- DE
- FL
- GA
- KY
- MI
- MS
- NV
- NM
- UT
- VA
- WA
- TX
- LA
- MD
- MN
- NC
- PA
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Total Assets Under Management18,309MILLIONS
-
Total Number of Accounts149,599ACCOUNTS
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Average Account Value$122,387
- 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
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