Waddell & Reed
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About this Advisor
Taylor Anderson is a financial advisor operating out of San Diego, California, with a total of 10 years of work experience. Anderson is an employee of Waddell & Reed. Throughout their career, they have worked at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Black Hills Holding Group, Paciugo Partners Inc and Taylor Anderson 8809. Anderson holds Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Alabama, Alaska, Arkansas, California, Colorado, Delaware, Washington, D.c., Florida, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Dakota, Ohio, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Wyoming, Connecticut, Georgia, Minnesota, North Carolina and Pennsylvania. Waddell & Reed is a firm headquartered in San Diego, California. The investment advisory business has offices in 357 locations and a total of 2,000 employees. It manages $22 billion in assets across its 153,672 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 74 charities and foundations. Of its 153,672 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Waddell & Reed performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees depend on the services offered. Fees billed by Waddell & Reed most likely consist of 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
Taylor Anderson Work History
Taylor has 10 years of experience.
Taylor Anderson 8809
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Black Hills Holding Group
Paciugo Partners Inc
Taylor Anderson has no disclosures.
Please visit their SEC profile for more details.