Headings:
Financial Services, Banks & Credit Unions
11400 W Olympic Blvd Ste 1150
Los Angeles, CA 90064
Los Angeles, CA 90064
Waddell & Reed is a local financial services firm that offers a range of investment and wealth management solutions. They provide personalized advice and access to a variety of accounts, including Waddell & Reed Brokerage and Ivy Investments accounts, LPL Financial accounts, and the WealthVision wealth planning tool. Clients can access their accounts online to view past transactions, statements, and tax information. Waddell & Reed also offers access to Pershing Accounts through NextInvestor.com and Delaware Funds for assets that did not convert to LPL. Their team of experienced advisors can help individuals and institutions establish and manage their businesses, with a focus on growth and financial success. With a commitment to diversity and social responsibility, Waddell & Reed is a trusted financial partner for investors. Contact LPL Financial for more information or to connect with a financial professional.