Gwendolyn Best, financial advisor Roseburg OR
93 score

Gwendolyn Best

CRD Number: 5302793
Current Firm: Waddell & Reed

Gwendolyn Best (CRD# 5302793) is an Investment Advisor Representative working at Waddell & Reed in Roseburg, OR and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Holy Spirit Episcopal Church Sutherlin, OR Mar 2016 - Current < 1
Connie Benham Eugene, OR Jun 2013 - Current 3
Waddell & Reed, Inc. Roseburg, OR Jan 2010 - Current 6
Various Insurance Carriers For W&r Insurance Agencies, Inc. Sutherlin, OR Jan 2010 - Current 6
Sutherlin Area Chamber Of Commerce Sutherlin, OR Jul 2012 - Jul 2015 3
Sutherlin Friends Of The Library Sutherlin, OR May 2013 - Jun 2015 2
Lions International Sutherlin, OR May 2010 - Jun 2015 5
American Women Veterans Association Roseburg, OR Dec 2012 - Sep 2014 1
Boy Scouts Of America Eugene, OR Jun 2012 - Sep 2014 2
Sue Ann Rodgers Roseburg, OR May 2010 - Jun 2013 3
Unemployed Sutherlin, OR Oct 2009 - Jan 2010 < 1
Pentagon Federal Credit Union Eugene, OR May 2008 - Oct 2009 1
Cuso Financial Svcs LP Eugene, OR May 2008 - Oct 2009 1
Unemployed Sutherlin, OR Jan 2008 - May 2008 < 1
Edward Jones Sutherlin, OR Mar 2007 - Jan 2008 < 1
State Of Nevada Carson City, NV Feb 2002 - Mar 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Gwendolyn P. Best
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • NM
  • WA
  • NV
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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