| About Waddell & Reed |  |
Corporate | |
Press | |
Careers | |
Contact Us | |
(925) 689-9600
|
|
|
|
|
|
| |||||
| |||||
|  | Planning & Advice | |||
| |||||
 | |||||
| |||||
| | Products & Performance | |||
| |||||
| |||||
| |||||
| | Account Services | |||
| |||||
| |||||
| |||||
| | Commentary | |||
| |||||
| |||||
| |||||
|  | About Doug Midgley | |||
| |||||
| |||||
| | Calendar of Events | |||
| |||||
| |||||
| | Tell a Friend | |||
| |||||
| |||||
| |||||
|
|
| Institutional Investors | |
| Investment Professionals | |
| |
|
|
You can click here for a Calendar of Events, or click here to Tell A Friend about this site.
|
  email me
|
||||||||||||||||||
 |
|||||||||||||||||||
|
To help individuals and families work toward better lives and lifestyles by developing and implementing a comprehensive financial plan designed to meet their unique goals and objectives.
|
|||||||||||||||||||
 |
|||||||||||||||||||
|
Bachelor of Science (BS) San Diego State University |
|||||||||||||||||||
 |
|||||||||||||||||||
|
Series 6 - Investment Company Products/Variable Contracts Representative, Series 63 - Uniform Securities Agent State Law Exam, Series 65 - Investment Advisors Law Exam, California Life and Health Insurance Agent (CA License # 0E30312), Certification for Calif. Partnership for Long Term Care |
|||||||||||||||||||
 |
|||||||||||||||||||
|
Financial Planning Investment Strategies Mutual Fund Investments Portfolio Allocation Strategies Retirement Planning Risk Management Strategies Tax-Advantaged Investing |
|||||||||||||||||||
 |
|||||||||||||||||||
|
Tri-Valley Rotary President 2007-2008 (Lights Out Golf fundraising chair)
Member of Pleasanton, Concord, and Pleasant Hill Chamber of Commerce.
Have lived in Pleasanton Ca. since 1984 with wife Mary and two children. Children are attending college at Indiana University and Sonoma State. Love to play golf in my spare time. Give me a call to set up a tee time. |
|||||||||||||||||||
|
* Many Waddell & Reed Financial Advisors are able to sell insurance products as agents of various insurance companies through arrangements that Waddell & Reed has made with these insurance companies. |
|||||||||||||||||||
|
** Certain Waddell & Reed offices are located in banks, credit unions and other financial institutions. Investment products offered by Waddell & Reed on the premises of financial institutions are not insured by the FDIC, are not deposits or other obligations of the financial institution and are not guaranteed by the financial institution, and are subject to investment risks, including possible loss of the principal invested. |
|||||||||||||||||||
W&R Home | Individual Investors| Institutional Investors | About Waddell & Reed
Contact Us | Careers | Press | Corporate | Account Log In
The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Mutual Funds distributed by Waddell & Reed, Inc. are offered by prospectus only.
Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or click here. Please read the prospectus carefully before investing.
Additional Legal Information | Privacy Policy | Business Continuity Plan | SEC Rule 606 Order Disclosure© Waddell & Reed, Inc. 1995-2006. All rights reserved. Member SIPC