James Molloy, financial advisor Denver CO
90 score

James Molloy

CRD Number: 6148442
Current Firm: Waddell & Reed

James Molloy (CRD# 6148442) is an Investment Advisor Representative working at Waddell & Reed in Denver, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mile High Broomfield, CO May 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Highlands Ranch, CO Apr 2013 - Current 3
Waddell & Reed, Inc. Denver, CO Dec 2012 - Current 4
Home Depot Castle Rock, CO May 2012 - Aug 2013 1
Dg3 Jersey City, NJ Oct 2009 - May 2013 3
Merrill Corp New York, NY Sep 1999 - Oct 2009 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for James S. Molloy
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • DC
  • FL
  • NJ
  • OH
  • TX
  • CO
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
90
Clean Record
This advisor has a clean track record with regulators.

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