Waddell & Reed
5335 Meadows Road Suite 300
Lake Oswego, OR (Oregon) 97035-3114
Lake Oswego, OR (Oregon) 97035-3114
Business Details
78 years Since 1937
James Walsh (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 Planning, Mutual Funds, Personal Planning, Advice, Analysis, Assessments, Asset Protection, Budget Development, Cash Management, Coaching, Company, Consulting, Corporate Accounts, Corporate Programs, Counseling , Design Assistance, Designer, Evaluations, Event Planning, Expertise, Guidance, Information, Information Services, Job Costing, Management, Moving Guides, Patient Counseling, Personal, Personal Services, Planning, Private, Route Planning |
| Service Features: | Corporate Services, Institutional Services |
| Specialties: | Asset Management, Budgeting, Consultations, Iras, Mutual Funds, Asset Protection |
| General Content: | Consultations |
| Sales Volume: | 10M - 20M |
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
