PINETOP-LAKESIDE - Waddell & Reed announced today that Jason McCaleb has joined the firm as a Financial Advisor in the Pinetop - Lakeside area. Prior to joining Waddell & Reed - McCaleb, 37, was a Financial Advisor, with Ed Jones, where he had worked for.
Personal Capital, another player in the sphere, combines both automated and integrated human advisor services. Investment management style is client driven and personalized in the Waddell & Reed model. This company is a traditional financial planning firm.
Lincoln, NE, Kathy Carroll, Preston Englund, Jason Holm, Tracy Refior and Randall Tvrdik have been named to a select group of Waddell & Reed financial advisors who qualify for the firm's Career Development Conference (CDC). Waddell & Reed holds its CDC.
Inc. provides investment management and financial planning services to clients throughout the United States and internationally. Waddell & Reed Investment Management Company serves as investment adviser to the Waddell & Reed Advisors Group of Mutual Funds.
Our retail products are distributed through our retail unaffiliated distribution channel, or through our retail broker-dealer channel and independent Waddell and Reed, Inc. ("W&R") financial advisors. Through our institutional channel, we distribute a.
Please consult your financial advisor prior to making financial decisions. Gary Parsons is a Financial Advisor with Waddell & Reed and can be reached at 850.894.9950.
now have greater access to comprehensive personal financial planning services via a new centrally located Waddell & Reed Financial Advisors office, as the firm announced plans today to open a new location on the first floor of the high-profile Plaza.
Inc. provides investment management and financial planning services to clients throughout the United States and internationally. Waddell & Reed Investment Management Company serves as investment adviser to the Waddell & Reed Advisors Group of Mutual.
Nominations for the Generations Hero award are being sought by Waddell & Reed Financial Advisors, which will present three awards at its Generations Event at 5:30 p.m. Thursday at the SEL Event Center in Pullman. Waddell & Reed will recognize three.
Inc. and Docupace Technologies together to create a custom platform that will help Waddell & Reed financial advisors open and manage client accounts. "eMoney rounds out our fully integrated solution and will further enhance Waddell & Reed's financial.