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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Various Insurance Carriers for W & R Insurance Agencies 4 months Dec 2019 - Present
Waddell & Reed Inc 4 months Dec 2019 - Present
Michele Mcduffie 4 months Dec 2019 - Present
Patrick Powers 4 months Dec 2019 - Present
Various Insurance Carriers for W & R Insurance Agencies 4 months Dec 2019 - Present
Itineris Partners 1 year, 5 months Nov 2018 - Present
Waddell & Reed Inc 1 year, 2 months Oct 2018 - Dec 2019
Hornets Basketball, LLC 3 years, 11 months May 2016 - Present
Hornets Basketball LLC 2 years, 6 months May 2016 - Nov 2018
Hornets Basketball, LLC 2 years, 6 months May 2016 - Nov 2018
Charlotte Hornets 2 years, 10 months Jan 2016 - Nov 2018
Hornets Basketball, LLC 3 months Jan 2016 - Apr 2016
Hornets Basketball LLC 3 months Jan 2016 - Apr 2016
Currie Insurance 3 months May 2015 - Aug 2015
Mountaintop Golf & Lake Club 6 months May 2014 - Nov 2014
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Brad Douglas Currie?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 30, 2020
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 30, 2020
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Waddell & Reed

Last updated on March 31, 2020
    • $26.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 180K
      Accounts
    • $149.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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