Looking for Brea, CA Financial Advisors? Waddell & Reed's (WDR) portfolio management team has lead the Waddell & Reed Advisors Funds and Ivy Funds in achieving highly competitive results across many market cycles. Ranking 1& 2 in Barron's Feb 2011 for the best mutual funds in the 5 year track record. Founded in 1937, the Waddell & Reed organization is one of the oldest mutual fund complexes in the U.S. and currently manages $98.6 billion in total assets. Top-Notch Executive Guidance. Chief Executive Officer Hank Herrmann offers over 44 years experience, serving at Waddell & Reed for 37 of those years. Herrmann is a renowned industry expert whose investment knowledge is often cited by top financial news and industry sources. Seasoned Portfolio Management. Our portfolio managers average 20 years' experience, serving an average of 14 years at Waddell & Reed. If you are in Brea, CA and are looking for Financial Advisors, please call 213-219-9820.
Hours of Operation
Monday - Friday 8AM to 5 PM
Preferred method of contact
Business Phone, Mobile Phone, Other Phone, Personal Email
