Waddell & Reed
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About this Advisor
David Colley is an advisor in Torrance, California. Currently an advisor with Waddell & Reed, Colley has 20 years of work experience as a financial advisor. Colley has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Colley can serve investors based out of California, Colorado, Connecticut, Georgia, Illinois, Louisiana, New Jersey, New Mexico, Virginia, Washington, Texas, Florida, Michigan, Missouri, North Carolina, Pennsylvania and Rhode Island. Throughout their career, Colley has worked at Waddell And Reed, Inc, Self Employed/Actor, Various Insurance Carriers For W & R Insurance Agencies, Bfam, LLC, David Colley and Friends Of The Newport Theatre Arts Center. Waddell & Reed is based out of Torrance, California, and operates out of 357 other brick-and-mortar locations in the country. In total, Waddell & Reed oversees $22 billion in assets throughout 153,672 client accounts and retains more than 2,000 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 4,082 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Waddell & Reed can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
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Waddell & Reed Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Colley Work History
David has 20 years of experience.
Friends Of The Newport Theatre Arts Center
Waddell And Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
David Colley has disclosures.
Please visit their SEC profile for more details.