Alan
Mooneyham

Waddell & Reed

CRD#1637292
Investment Advisor
in Atlanta, GA
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About this Advisor

Alan Mooneyham is a certified financial planner who works in Atlanta, Georgia, who has 31 years of experience as a financial advisor. Mooneyham works at Waddell & Reed. The advisor has gained experience at Grace Coastal Church, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies and Jackson National Life. Mooneyham maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Florida, North Carolina, South Carolina and Georgia. Waddell & Reed is an advisory firm based out of Atlanta, Georgia. The investment advisory business has offices in 357 locations and a total of 2,000 employees. It controls $22 billion in assets between its 153,672 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 74 charities and foundations. Of its 153,672 customer accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely depend on the services offered. Fee types charged by Waddell & Reed most likely include some blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

31 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

Yes

Office Location

3500 Piedmont Road Ne Suite 725
Atlanta, GA 30305

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

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

1,700

GA Average: 44
Total Number of Accounts

169,956

GA Average: 4,091
Average Account Size

$124,780

GA 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

Alan Mooneyham Work History

Alan has 31 years of experience.

1988 - Present (31 years)

Jackson National Life

1987 - Present (32 years)

Waddell & Reed, Inc

1987 - Present (32 years)

Various Insurance Carriers For W & R Insurance Agencies

2008 - 2017 (9 years)

Grace Coastal Church

Disclosures

Alan Mooneyham has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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