Waddell & Associates, LLC
Waddell & Associates, LLC (CRD# 283723) is a financial advisory firm headquartered in Memphis, TN. They manage $1,343,951,310 in 2,764 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management1,344MILLION
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Total Number of Accounts2,764ACCOUNTS
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Average Account Value$486,234
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
AL, AR, CA, CO, DC, FL, GA, IL, KY, LA, MA, MI, MO, MS, NC, NH, NY, SC, TN, TX, VA, WA
Teresa Bailey (CRD# 5237064) is an Investment Advisor Representative working at Waddell & Associates, LLC in Memphis, TN and has over 15 years of experience in the finance industry.
Sean Gould (CRD# 6231004) is an Investment Advisor Representative working at Waddell & Associates, LLC in Memphis, TN and has over 10 years of experience in the finance industry.
Perry Green (CRD# 4748372) is an Investment Advisor Representative working at Waddell & Associates, LLC in Memphis, TN and has 1 year of experience in the finance industry.
Tara Meeks (CRD# 1378220) is an Investment Advisor Representative working at Waddell & Associates, LLC in Memphis, TN and has over 37 years of experience in the finance industry.
Carol Lee Royer (CRD# 4520002) is an Investment Advisor Representative working at Waddell & Associates, LLC in Memphis, TN and has 1 year of experience in the finance industry.
Phyllis Scruggs (CRD# 1978398) is an Investment Advisor Representative working at Waddell & Associates, LLC in Aspen, CO and has over 31 years of experience in the finance industry.
David Waddell (CRD# 2682170) is an Investment Advisor Representative working at Waddell & Associates, LLC in Memphis, TN and has over 28 years of experience in the finance industry.
Kathy Williams (CRD# 1721091) is an Investment Advisor Representative working at Waddell & Associates, LLC in Memphis, TN and has over 36 years of experience in the finance industry.
Robert Graham (CRD# 7603536) is an Investment Advisor Representative working at Waddell & Associates, LLC in Memphis, TN and has 1 year of experience in the finance industry.