Waddell & Reed
1390 Willow Pass Road Suite 470
Concord, CA (California) 94520-5282
Concord, CA (California) 94520-5282
Business Details
78 years Since 1937
Edward Klein (President)
| Products: | Iras, Mutual Funds, Rollover Ira, Rollover Plans, Roth Ira, Sep Ira, Simple Ira, Conduit Ira, Individual Retirement Account |
| Services: | Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services, Educational Planning, Family Wealth Planning, Fee-Based Services, Individual Services, Institutional Services, Asset Protection, Personal Services |
| Credit Rating: | Excellent |
| Sales Volume: | 5M - 10M |
| Employee Size Range: | 20-49 |
| Number of PC's: | 10-29 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |
Additional Categories
Waddell & Reed is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Planning Consultants & Services
- Investments & Mutual Funds
- Investment Banking And Securities Dealing > Mutual Funds
- Portfolio Management > Financial Planning & Services
- Security Brokers, Dealers, And Flotation Companies > Mutual Funds
- Investment Advice > Financial Planning & Services
