Joel
Taliaferro

Waddell & Reed

CRD#5551938
Investment Advisor
in Charlotte, NC
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About this Advisor

Joel Taliaferro is a certified financial planner in Charlotte, North Carolina. Currently a registered investment advisor with Waddell & Reed, Taliaferro has 10 years of professional experience as a registered investment advisor. Taliaferro maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Taliaferro is registered to act as a financial advisor in Alabama, Colorado, Florida, North Carolina, South Carolina, Wisconsin, Washington, Arkansas, California, Delaware, Washington, D.C., Georgia, Kentucky, Michigan, Missouri, Ohio, Pennsylvania, Texas and Virginia. Their career trajectory has included roles at Waddell & Reed Inc, Various Insurance Carriers For W&R Insurance Agencies, Hill Of The Lord, Accumulus Financial Group, LLC (Dba) and Turner Properties. Waddell & Reed is based out of Charlotte, North Carolina, and has 357 offices throughout the nation. Overall, Waddell & Reed oversees $22 billion in assets throughout 153,672 client accounts and retains more than 2,000 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. The firm manages 4,082 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Waddell & Reed provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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

6000 Fairview Rd Ste 310
Charlotte, NC 28210

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

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

1,700

NC Average: 44
Total Number of Accounts

169,956

NC Average: 4,091
Average Account Size

$124,780

NC 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

Joel Taliaferro Work History

Joel has 10 years of experience.

2017 - Present (2 years)

Accumulus Financial Group, LLC (Dba)

2017 - Present (2 years)

Turner Properties

2008 - Present (11 years)

Waddell & Reed Inc

2008 - Present (11 years)

Various Insurance Carriers For W&R Insurance Agencies

2013 - 2014 (1 year)

Hill Of The Lord

Disclosures

Joel Taliaferro has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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