WADDELL & ASSOCIATES, LLC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 283723). Regulatory assets under management: $2.4B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| David Sewall Waddell | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | Memphis, TN |
| Perry Jenkins Green | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER /CHIEF COMPLIANCE OFFICER | — |
| Sean Embry Gould | SENIOR WEALTH STRATEGIST | — |
| Patricia L Reeves | CHIEF COMPLIANCE OFFICER | — |
| WADDELL DAVID SEWALL | PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR | — |
| MEEKS TARA LYNN | CHIEF COMPLIANCE OFFICER | — |
| GREEN PERRY JENKINS | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER /CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT | — |
| GOULD SEAN EMBRY | SENIOR WEALTH STRATEGIST | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BRENTWOOD | TN | 2 | 615-370-0750 |
| BRENTWOOD | TN | 2 | 615-370-0750 |