Kim Fernandez, financial advisor Tucson AZ
90 score

Kim Fernandez

CRD 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 4 years of experience in the finance industry.

Similar Advisors
Sherry Hall, financial advisor Tucson AZ
Sherry Hall
CRD# 1445361
First Allied Advisory Services, Inc.
Score
103
Similar Advisors
Derek Patla, financial advisor Tucson AZ
Derek J. Patla
CRD# 2955807
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
98
Similar Advisors
Mary Ahearn, financial advisor Tucson AZ
Mary E. Ahearn
CRD# 861820
Cuso Financial Services, LP
Score
96
Company Name Location Dates Years
Nawbo Tucson Tucson, AZ Jul 2014 - Current 2
Southern Arizona Arts & Culteral Alliance Tucson, AZ Apr 2014 - Current 2
Tucson Mexico Sister Cities Tucson, AZ Feb 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Tucson, AZ Apr 2012 - Current 4
Waddell & Reed, Inc. Tucson, AZ Feb 2012 - Current 4
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
Contact Info for Kim M. Fernandez
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • IL
  • NJ
  • DC
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 Kim Fernandez and other advisors.
BADGES
90
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.