WADDELL & ASSOCIATES, LLC

MEMPHIS, Tennessee·4 registered advisors·CRD# 283723
SEC# 801-1077842901-767-9187
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
4
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
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REVENUE SHARING WITH FRS AND ON ELIBIBLE CREDIT AND CASH MANAGEM
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WADDELL & ASSOCIATES, LLC

4 registered advisors
David Sewall Waddell
MEMPHIS, Tennessee
Perry Jenkins Green
MEMPHIS, Tennessee
Sean Embry Gould
MEMPHIS, Tennessee
Tara Lynn Meeks
MEMPHIS, Tennessee
05

Office Locations

MEMPHIS, Tennessee
4 advisors

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Data sourced from SEC Form ADV filings. WADDELL & ASSOCIATES, LLC (CRD# 283723) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.