Crystal KayCRD Number: 5525604
Current Firm: Waddell & Reed
Crystal Kay (CRD# 5525604) is an Investment Advisor Representative working at Waddell & Reed in York, PA and has over 9 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Mark Hoover||Camp Hill, PA||Jan 2013 - Current||4|
|Emily Weaver||York, PA||Jan 2010 - Current||7|
|Various Insurance Carriers For W & R Insurance Agencies||Lancaster, PA||Oct 2008 - Current||8|
|Waddell & Reed, Inc.||York, PA||Apr 2008 - Current||9|
|Rite Aid||Etters, PA||Sep 2008 - Jul 2013||4|
|Rose Hill Farm Greenhouses||New Cumberland, PA||Mar 2001 - Aug 2008||7|
|Mack Hospitality Staffing||Lemoyne, PA||Jun 2007 - Jul 2008||1|
|Eckerd Pharmacy (rite Aid)||Etters, PA||Sep 2003 - Jan 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
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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