Kim FernandezCRD Number: 6026414
Current Firm: Waddell & Reed
Kim Fernandez (CRD# 6026414) is an Investment Advisor Representative working at Waddell & Reed in Tucson, AZ and has over 5 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuso Financial Services, LP
|Nawbo Tucson||Tucson, AZ||Jul 2014 - Current||3|
|Southern Arizona Arts & Culteral Alliance||Tucson, AZ||Apr 2014 - Current||3|
|Tucson Mexico Sister Cities||Tucson, AZ||Feb 2014 - Current||3|
|Various Insurance Carriers For W&r Insurance Agencies||Tucson, AZ||Apr 2012 - Current||5|
|Waddell & Reed, Inc.||Tucson, AZ||Feb 2012 - Current||5|
|The Sanctuary Homeowner's Association||Tucson, AZ||Feb 2014 - Mar 2016||2|
|Women In Tax & Finance||N/a, AZ||Sep 2012 - Dec 2015||3|
|Aba Architects||Tucson, AZ||Jun 1992 - Dec 2012||20|
|Southern Arizona Post Of The Same||Tucson, AZ||Apr 2010 - Nov 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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