Waddell & Reed
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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
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
Joel Taliaferro Work History
Joel has 10 years of experience.
Accumulus Financial Group, LLC (Dba)
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
Hill Of The Lord
Joel Taliaferro has no disclosures.
Please visit their SEC profile for more details.