Waddell & Reed
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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
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
Harry White Work History
Harry has 19 years of experience.
Heed Group LLC
General Advisory Council For Clark County Skill C
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Clark County Skill Center Foundation
Harry O White Juicer
Harry White has disclosures.
Please visit their SEC profile for more details.