Waddell & Reed
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About this Advisor
Rob Rigsby is a financial advisor based out of Woburn, Massachusetts, with 10 years of experience as a financial advisor. Rigsby is on the advisory team at Waddell & Reed. Over the course of their career, Rigsby has held roles at Merrill Lynch Pierce, Fenner & Smith, Inc, Morgan Stanley Smith Barney, Bank Of America, N.A, Mass Mutual Insurance, Wells Fargo Advisors LLC, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies and Wtpk, LLC. Rigsby holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Connecticut, Florida, Maine, Michigan, Nevada, New Hampshire, North Carolina, South Carolina, South Dakota, Texas, Virginia, Washington and West Virginia. Waddell & Reed is a company headquartered in Woburn, Massachusetts. The company has offices in 357 locations and a total of 1,700 advisors. It handles $21 billion in assets across its 169,956 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 116 charities and foundations. Of its 169,956 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Waddell & Reed has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually are based on which services are offered. However, fees charged by Waddell & Reed most likely include asset-based and fixed 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
Rob Rigsby Work History
Rob has 11 years of experience.
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Wells Fargo Advisors LLC
Mass Mutual Insurance
Merrill Lynch Pierce, Fenner & Smith, Inc
Bank Of America, N.A
Morgan Stanley Smith Barney
Rob Rigsby has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Waddell & Reed
San Antonio, TX