Waddell & Reed
695 Town Center Drive Suite 200
Costa Mesa, CA (California) 92626-7128
Costa Mesa, CA (California) 92626-7128
Business Details
78 years Since 1937
Mark Larsen (Manager)
(714) 437-7515 (Fax)
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 |
Credit Rating: | Excellent |
Sales Volume: | 10M - 20M |
Employee Size Range: | 50-99 |
Franchise/Chain: | Branch |
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
- 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