Elizabeth AdamsCRD 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 7 years of experience in the finance industry.
Msi Financial Services, Inc.
Thrivent Investment Management Inc.
|Elizabeth A Adams LLC||Dillsburg, PA||Feb 2020 - Current||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Dillsburg, PA||Oct 2012 - Current||7|
|Waddell & Reed Inc,||York, PA||Apr 2012 - Current||8|
|Contact Helpline||Harrisburg, PA||Jul 2014 - Jan 2018||3|
|Bni||York, PA||Oct 2015 - Oct 2017||2|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management21,207MILLIONS
Total Number of Accounts169,956ACCOUNTS
Average Account Value$124,780
- 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
- Pension consulting services
- 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, MA, 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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