WADDELL & ASSOCIATES, LLC

Tel: 901-767-9187 5188 Wheelis Drive Memphis, Tennessee 38117

About WADDELL & ASSOCIATES, LLC

WADDELL & ASSOCIATES, LLC is a Memphis, Tennessee based financial advisory firm with nearly $1,343,951,310 in assets under management and provides investment advisory services for 2764 clients. There are currently 20 financial advisors at the firm.

General Information

Firm CRD#:

283723

Firm SEC#:

801-107784

Assets Under Management:

$1,343,951,310

No. of Clients:

2764

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS)

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