WADDELL & ASSOCIATES, LLC - Financial Advisor in Tennessee, Memphis

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REVENUE SHARING WITH FRS AND ON ELIBIBLE CREDIT AND CASH MANAGEM)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Tennessee?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?