Waddell & Reed
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About this Advisor
Sedonia Harsh is a financial advisor who works out of Portland, Oregon, who has been in the advisory business for 15 years. Harsh is an advisor for Waddell & Reed. Over the course of their career, they have held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, H2P Construction LLC, Harsh Reality LLC, Associate Staffing And Placement Inc and J Davis Partners LLC. Harsh has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to work in Florida, Texas, Washington, Nevada and Indiana. Waddell & Reed is a registered investment firm that has its headquarters in Portland, Oregon. The company has offices in 357 locations and a total of 2,000 employees. It controls $22 billion in assets under management across its 153,672 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 74 charitable organizations. Of its 153,672 customer accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets. The company offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the type of financial services. Fees charged by Waddell & Reed likely are comprised of 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
Sedonia Harsh Work History
Sedonia has 15 years of experience.
Associate Staffing And Placement Inc
J Davis Partners LLC
Harsh Reality LLC
H2P Construction LLC
Various Insurance Carriers For W & R Insurance Agencies
Waddell & Reed, Inc
Sedonia Harsh has no disclosures.
Please visit their SEC profile for more details.