Nathan O'learyCRD Number: 5427154
Current Firm: Waddell & Reed
Nathan O'leary (CRD# 5427154) is an Investment Advisor Representative working at Waddell & Reed in Seattle, WA and has over 10 years of experience in the finance industry.
Brighton Jones LLC
|Va Medical Center||Seattle, WA||Jun 2016 - Current||1|
|Sherry Gow||Tacoma, WA||Feb 2016 - Current||2|
|Waddell & Reed, Inc.||Tacoma, WA||Sep 2013 - Current||4|
|Various Insurance Carriers For W & R Insurance Agencies||Des Moines, WA||Sep 2013 - Current||4|
|Rental||San Diego, CA||Aug 2007 - Current||10|
|Rental||Burien, WA||Jun 2015 - Aug 2017||2|
|Burien Lions||Des Moines, WA||Jul 2015 - Jul 2016||1|
|Highline Medical Center||Burien, WA||Mar 2013 - Jul 2014||1|
|Burien Lions Club||Burien, WA||Jun 2014 - Jun 2014||< 1|
|Self||Burien, WA||Nov 2012 - Mar 2013||< 1|
|Key Investment Services||Renton, WA||Feb 2012 - Nov 2012||< 1|
|Key Bank||Renton, WA||Dec 2011 - Nov 2012||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Burien, WA||Jun 2010 - Dec 2011||1|
|Waddell & Reed, Inc.||Seattle, WA||Jun 2010 - Dec 2011||1|
|Edward Jones||St Louis, MO||Sep 2007 - Jun 2010||2|
|Edward Jones||Burien, WA||Sep 2007 - Jun 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- 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, WY
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