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.  

Waddell & Reed Reviews

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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

  • Investments
  • Financial Planning
  • Education Funding
  • Retirement Plans
  • Annuities
  • Insurance

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

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