Andrew Bascom, financial advisor Tallahassee FL
93 score

Andrew Bascom

CRD Number: 6004280
Current Firm: Waddell & Reed

Andrew Bascom (CRD# 6004280) is an Investment Advisor Representative working at Waddell & Reed in Tallahassee, FL and has over 4 years of experience in the finance industry. Andrew Bascom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Elizabeth Akom, financial advisor Tallahassee FL
Elizabeth A. Akom
CRD# 735291
Ameriprise Financial Services, Inc.
Score
96
Similar Advisors
Jeffrey Askins, financial advisor Tallahassee FL
Jeffrey W. Askins
CRD# 1378301
Lpl Financial LLC
Score
96
Similar Advisors
Michael Bell, financial advisor Tallahassee FL
Michael A. Bell
CRD# 2420219
Next Financial Group, Inc.
Score
96
Professional Designations
Company Name Location Dates Years
Theobald-bascom Group Tallahassee, FL Jan 2016 - Current < 1
American Lung Association In Florida Jacksonville, FL Sep 2015 - Current 1
Bni Capital Exchange Tallahassee, FL Oct 2014 - Current 2
Richard Theobald St Petersburg, FL Jan 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Tallahassee, FL Jan 2012 - Current 4
Waddell & Reed, Inc. Tallahassee, FL Dec 2011 - Current 5
Toastmasters Rancho Santa Margarita, CA Oct 2014 - Sep 2015 < 1
Wellcare Toastmasters Tampa, FL Jan 2013 - Jul 2013 < 1
Challenger Learning Center Tallahassee, FL Oct 2011 - Feb 2012 < 1
Unemployed Tallahassee, FL Aug 2000 - Oct 2011 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Andrew J. Bascom
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • CA
  • CO
  • GA
  • IL
  • KS
  • KY
  • MN
  • NC
  • TX
  • WA
  • FL
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

Ready to hire a financial advisor? Get competitive proposals from Andrew Bascom and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.