Tristan Dotts, financial advisor Tulsa OK
93 score

Tristan Dotts

CRD Number: 5592549
Current Firm: Waddell & Reed

Tristan Dotts (CRD# 5592549) is an Investment Advisor Representative working at Waddell & Reed in Tulsa, OK and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Tulsa, OK Aug 2009 - Current 7
Various Insurance Carriers For W&r Insurance Agencies Broken Arrow, OK Aug 2009 - Current 7
Edward Jones St Louis, MO Sep 2008 - Current 8
Tulsa Historical Society Tulsa, OK Jun 2011 - Feb 2012 < 1
Tulsa Air And Space Museum & Planetarium Tulsa, OK Aug 2011 - Jan 2012 < 1
Unemployed Broken Arrow, OK May 2009 - Aug 2009 < 1
Edward Jones Broken Arrow, OK Sep 2008 - May 2009 < 1
Unemployed Broken Arrow, OK Jan 2008 - Sep 2008 < 1
Bankers Life And Casualty Tulsa, OK Sep 2007 - Jan 2008 < 1
Fox Collision Tulsa, OK Jan 2007 - Sep 2007 < 1
The Hertz Corporation Tulsa, OK Oct 1996 - Jan 2007 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Tristan E. Dotts
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • KS
  • MO
  • NM
  • OK
  • TX
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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