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Overview

Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Proverbs 10:5 2 years Dec 2015 - Present
Peach State Quartet 8 years, 11 months Jan 2009 - Present
Henry Baptist Church 12 years, 11 months Jan 2005 - Present
Various Insurance Carriers for W&R Insurance Agneicies 20 years, 4 months Aug 1997 - Present
Various Insurance Carriers for W&R Insurance Agneicies 20 years, 4 months Aug 1997 - Present
Waddell & Reed, Inc. 20 years, 4 months Aug 1997 - Present
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John William Walker II?
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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 26, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 3, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Waddell & Reed, Inc.

Last updated on Sept. 25, 2017
    • $19.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 153K
      Accounts
    • $124.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Other
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