Name: Waddell & Reed, Inc.
Number of offices: 400+ across the U.S.
Local office: Virginia Beach, VA
Business Hours: By appointment only. 8:30 am - 4:00 pm Monday-Friday ph: 757-769-8740 or email firstname.lastname@example.org
Primary service area: Virginia, North Carolina, Maryland
Business model: Fee based, registered investment advisor, broker dealer, and licensed insurance agent
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.
Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements.
Individual practice focus: Comprehensive financial planning, insurance services, educational savings planning, investment advice, portfolio management, and retirement planning
Organization: Team of three licensed financial advisors and two dedicated operational and administrative staff personnel operating out of a physical business office in a commercial office complex. Technical and product support provided by various internal (Waddell & Reed, Inc.) service teams and external business partners.
Social media presence: Yes
Virtual (online) meetings: Yes
Educational presentation events: Yes
Phone Consultations: Yes
Legal advice and document review: No
Tax advice: No
Banking and mortgage service: No
Background Check: FINRA Broker Check: https://brokercheck.finra.org/