Elizabeth Adams, financial advisor York PA
90 score

Elizabeth Adams

CRD Number: 6047227
Current Firm: Waddell & Reed

Elizabeth Adams (CRD# 6047227) is an Investment Advisor Representative working at Waddell & Reed in York, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bni York, PA Oct 2015 - Current 1
Contact Helpline Harrisburg, PA Jul 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Dillsburg, PA Oct 2012 - Current 4
Waddell & Reed Inc, York, PA Apr 2012 - Current 4
Letip Nternational, Inc. Mesa, AZ May 2013 - Mar 2014 < 1
Gettysburg College Gettysburg, PA Aug 2011 - Mar 2012 < 1
Gettysburg College Gettysburg, PA May 2011 - Aug 2011 < 1
Gettysburg College Gettysburg, PA Aug 2010 - May 2011 < 1
Penndot Chambersburg, PA May 2010 - Aug 2010 < 1
Gettysburg College Gettysburg, PA Aug 2009 - May 2010 < 1
Penndot Chambersburg, PA May 2009 - Aug 2009 < 1
Gettysburg College Gettysburg, PA Aug 2008 - May 2009 < 1
Penndot Chambersburg, PA May 2008 - Aug 2008 < 1
Unemployed Willow Hill, PA Jan 2002 - May 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Elizabeth A. Adams
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • DE
  • DC
  • FL
  • MD
  • MO
  • NJ
  • NC
  • OH
  • PA
  • VA
  • WV
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
90
Clean Record
This advisor has a clean track record with regulators.

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