History / Overview of Waddell & Reed
Waddell & Reed is a full-service financial advisory firm that has been helping individuals customize their financial plans since 1937.
The firm also acts as a Broker/Dealer and is a member of FINRA/SIPC and a federally registered Investment Advisor.
The team of financial advisors at Waddell & Reed is supported by a highly experienced investment management team, as well as a broad spectrum of financial products and services.
Image source: Pixabay
Through its affiliations and network of associations, Waddell & Reed is able to deliver a broad array of financial products and services, including Mutual Funds, Closed End Funds, Education Funding, Retirement Planning, Managed Accounts, Financial Planning, Brokerage & Cash Management services, Insurance/Annuities and other investment products such as CDs, Stocks and Bonds.
Waddell & Reed Reviews – Services
- Financial Planning
- Education Funding
- Retirement Plans
Waddell & Reed Reviews – Team Members:
- Armand Alaverdian
- John Miller
- John Manocchio
- Bret Ferrante
- Tom Mille
- Linda Polwrek
- …and many more
Waddell & Reed Reviews – Contact Information:
- 15260 Ventura Blvd., Suite 940, Sherman Oaks, CA 91403
- Phone: 818-465-0210
AdvisoryHQ (AHQ) Disclaimer:
Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.
Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. Click to view AdvisoryHQ's advertiser disclosures.