CA Yellow Pages > Stockton
1776 West March Lane Suite 360
Stockton, CA (California) 95207-6426
(209) 473-9814 (Primary Phone)



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
North American Industry Classification System (NAICS) Categories:
  • Investment Banking And Securities Dealing > Mutual Funds
  • Portfolio Management > Financial Planning & Services
  • All Other Business Support Services > Financial Services
Standard Industry Classification (SIC) Categories:
  • Security Brokers, Dealers, And Flotation Companies > Mutual Funds
  • Investment Advice > Financial Planning & Services
  • Business Services, Nec > Financial Services
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