Harry
White

Waddell & Reed

CRD#3203430
Investment Advisor
in Portland, OR
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About this Advisor

Harry White is an advisor whose office is in Portland, Oregon. Currently a registered financial advisor at Waddell & Reed, White has 19 years of experience in the financial advisory industry. White maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. White is able to advise investors based out of Alabama, California, Colorado, Nevada, Texas, Wyoming and Washington. Over the course of their career, they have held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Clark County Skill Center Foundation, Aflac, Harry O White Juicer, General Advisory Council For Clark County Skill C, Rental Home, Heed Group LLC and Lifeline Connections. Waddell & Reed is headquartered in Portland, Oregon, and operates out of 357 other locations in the nation. In aggregate, Waddell & Reed oversees $22 billion in assets across 153,672 client accounts and retains more than 2,000 people. The level of assets currently under the firm's management places it among the largest firms in the country. 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 customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Waddell & Reed can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

19 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

825 Ne Multnomah St Ste 1120
Portland, OR 97232-2270

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

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

1,700

OR Average: 44
Total Number of Accounts

169,956

OR Average: 4,091
Average Account Size

$124,780

OR 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

Harry White Work History

Harry has 19 years of experience.

2018 - Present (1 year)

Lifeline Connections

2015 - Present (4 years)

Heed Group LLC

2012 - Present (7 years)

General Advisory Council For Clark County Skill C

2011 - Present (8 years)

Rental Home

1999 - Present (20 years)

Waddell & Reed, Inc

1999 - Present (20 years)

Various Insurance Carriers For W & R Insurance Agencies

2012 - 2017 (5 years)

Clark County Skill Center Foundation

2008 - 2009 (1 year)

Harry O White Juicer

2007 - 2008 (1 year)

Aflac

Disclosures

Harry White has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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