Waddell & Reed
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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
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
Alan Mooneyham Work History
Alan has 31 years of experience.
Grace Coastal Church
Jackson National Life
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Alan Mooneyham has disclosures.
Please visit their SEC profile for more details.