
Mary Whillock (CRD# 3088008) is an Investment Advisor Representative working at Waddell & Reed in Southlake, TX and has over 19 years of experience in the finance industry.
CRD# 5425820
Khp Capital LLC
Score
108
CRD# 4463519
Wells Fargo Advisors Financial Network, LLC
Score
103
CRD# 2515008
Vanderpal Capital Management LLC
Score
106
Company Name | Location | Dates | Years |
---|---|---|---|
Jimmy Lee | Arlington, TX | Dec 2009 - Current | 8 |
Various Insurance Carriers | Arlington, TX | Dec 2001 - Current | 16 |
Waddell & Reed, Inc. | Arlington, TX | Nov 2001 - Current | 16 |
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
-
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.