Dane Gambill, financial advisor Torrance CA
93 score

Dane Gambill

CRD Number: 5472984
Current Firm: Waddell & Reed

Dane Gambill (CRD# 5472984) is an Investment Advisor Representative working at Waddell & Reed in Torrance, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
David Colley Torrance, CA Jan 2016 - Current < 1
Alexander & Duke De Rego Foundation Kamuela, HI Jun 2012 - Current 4
Parallution Torrance, CA May 2012 - Current 4
Waddell & Reed, Inc. Torrance, CA Feb 2008 - Current 8
Various Insurance Carriers For W&r Insurance Agencies, Inc. Redondo Beach, CA Feb 2008 - Current 8
Dane Gambill, Paralegal Playa Del Rey, CA Sep 2006 - May 2012 5
Superior Court Of California Santa Monica, CA Jan 2002 - Feb 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Dane C. Gambill
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • LA
  • MD
  • NJ
  • NC
  • PA
  • TX
  • VA
  • WA
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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