Shalana
Poole

Waddell & Reed

CRD#4574234
Investment Advisor
in Austin, TX
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About this Advisor

Shalana Poole is a certified financial planner who is based in Austin, Texas. Currently a registered financial advisor at Waddell & Reed, Poole has 12 years of work experience. Poole maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities representative. Poole is able to work with customers in Arkansas, Kentucky, Louisiana and Texas. Poole has gained experience at Edward Jones, Chase Investment Services Corp, Jp Morgan Securities LLC, Start Up Kids Club, Waddell & Reed, Inc and Various Insurance Carriers For W&R Insurance Agencies. Waddell & Reed is based out of Austin, Texas, and has 357 locations across the United States. In aggregate, Waddell & Reed oversees $22 billion in assets throughout 153,672 accounts and retains more than 2,000 people. The amount of assets the firm manages makes it one of the biggest investment advisory 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 firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. 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 63, Series 66, Certified Financial Planner

Years of Experience

12 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

9500 Arboretum Blvd Suite 225
Austin, TX 78759

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

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

1,700

TX Average: 44
Total Number of Accounts

169,956

TX Average: 4,091
Average Account Size

$124,780

TX 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

Shalana Poole Work History

Shalana has 12 years of experience.

2018 - Present (1 years)

Start Up Kids Club

2017 - Present (2 years)

Waddell & Reed, Inc

2017 - Present (2 years)

Various Insurance Carriers For W&R Insurance Agencies

2017 - Present (2 years)

Various Insurance Carriers For W&R Insurance Agencies

2017 - Present (2 years)

Waddell & Reed, Inc

2012 - 2017 (5 years)

Jp Morgan Securities LLC

2010 - 2012 (2 years)

Chase Investment Services Corp

2010 - 2017 (7 years)

Jp Morgan Securities LLC

2006 - 2010 (4 years)

Edward Jones

Disclosures

Shalana Poole has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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