Taylor
Anderson

Waddell & Reed

CRD#4682148
Investment Advisor
in San Diego, CA
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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

Series 65, Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

8910 University Center Lane Suite 550
San Diego, CA 92122

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

CA Average: $2,243,162,756
Total Number of Employees

1,700

CA Average: 44
Total Number of Accounts

169,956

CA Average: 4,091
Average Account Size

$124,780

CA Average: $548,316

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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.

2011 - Present (8 years)

Taylor Anderson 8809

2008 - Present (11 years)

Waddell & Reed, Inc

2008 - Present (11 years)

Various Insurance Carriers For W&R Insurance Agencies

2008 - Present (11 years)

Black Hills Holding Group

2008 - Present (11 years)

Paciugo Partners Inc

Disclosures

Taylor Anderson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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