Waddell & Reed
1776 West March Lane Suite 360
Stockton, CA (California) 95207-6426
Stockton, CA (California) 95207-6426
Business Details
78 years Since 1937
Marty Borggess (Manager)
| 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, Iras, Long Term, Advice, Analysis, Assessments, Asset Protection, Budget Development, Cash Management, Coaching, Company, Consulting, Corporate Accounts, Corporate Programs, Counseling , Design Assistance, Designer, Evaluations, Eve, Personal Services |
| Service Features: | Corporate Services, Institutional Services |
| Specialties: | Asset Management, Budgeting, Consultations, Iras, Mutual Funds, Asset Protection |
| General Content: | Consultations |
| Sales Volume: | 1M - 2M |
| Employee Size Range: | 7 (appx) |
Additional Categories
Waddell & Reed is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Planning Consultants & Services
- Financial Services
- Investments & Mutual Funds
- Investment Banking And Securities Dealing > Mutual Funds
- Portfolio Management > Financial Planning & Services
- All Other Business Support Services > Financial Services
- Security Brokers, Dealers, And Flotation Companies > Mutual Funds
- Investment Advice > Financial Planning & Services
- Business Services, Nec > Financial Services
