WADDELL & ASSOCIATES INC

MEMPHIS, Tennessee·2 registered advisors·CRD# 105746

SEC# 801-26693901-767-9187

01

Firm Overview

AUM

$750M

Regulatory assets under management

Employees

21

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at WADDELL & ASSOCIATES INC

2 registered advisors

Dawn Marie Rapoport

MEMPHIS, Tennessee

Phyllis Raiford Scruggs

MEMPHIS, Tennessee

05

Office Locations

MEMPHIS, Tennessee

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Data sourced from SEC Form ADV filings. WADDELL & ASSOCIATES INC (CRD# 105746) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.