Waddell & Reed, Inc. Adds Four Experienced Advisors
May 06 2020 - 06:45AM
Business Wire
Waddell & Reed, Inc. has added four experienced financial
advisors to its national network, with assets under administration
totaling $235.9 million and annual production totaling $1.7
million. The addition of these independent advisors represents
continued progress in the firm’s ongoing strategy to grow its team
of experienced advisors and expand coverage nationwide.
Advisor
Prior Firm
City, State
Transition Date
Brett Ramsey
LPL Financial
Indianapolis, Indiana
March 31, 2020
Robert Espy
Edward Jones
Lake Havasu City, Arizona
April 9, 2020
Derek Butler
HD Vest
Sherman Oaks, California
April 13, 2020
Andrew Chabot
LPL Financial
Rancho Cucamonga, California
May 1, 2020
While pursuing its growth strategy, Waddell & Reed also is
reinvigorating its focus on advisor retention by advancing support,
service and overall experience for its existing national network of
independent advisors. This strategic evolution has been focused on
technology enhancements, product expansion, increased compensation
and broadening support through programs such as the Great Practice
Solutions customized practice development program and the Wealth
Solutions Group, a team of credentialed product and sales support
experts.
Founded in 1937, Waddell & Reed, Inc. provides financial
planning services to clients throughout the U.S. through its
network of financial advisors working in nearly 400 offices
nationwide. Waddell & Reed, Inc. is a subsidiary of Waddell
& Reed Financial, Inc. (NYSE: WDR), which had approximately $56
billion in total assets under management at March 31, 2020. For
more information about Waddell & Reed, visit waddell.com.
Securities and Investment Advisory Services offered through
Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and
Federally Registered Investment Advisor.
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version on businesswire.com: https://www.businesswire.com/news/home/20200506005145/en/
Roger Hoadley VP, Communications rhoadley@waddell.com
Waddell and Reed Financial (NYSE:WDR)
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