Financial advisors align with Waddell & Reed
OVERLAND PARK, Kan., Nov. 14, 2016 – Waddell & Reed announces that four independent financial advisors affiliated with the firm in October bringing assets totaling $224 million. They will work in registered offices across the country.
|Advisor||Firm Leaving||City, State||AUM
|Transition Date||Managing Principal|
|Jerrold Angel||John Hancock Signator||Port Richey, Fla.||$59.7M||Oct. 25, 2016||Dustin Johnson|
|W. Blaine Burton||US Bancorp||Idaho Falls, Idaho||$53.7M||Oct. 21, 2016||Bill Brown|
|Gregory Furer||PNC Investments||Monroeville, Pa.||$60.0M||Oct 14, 2016||Jeff Mendola|
|Juan Oldham||US Bancorp||Idaho Falls, Idaho||$48.6M||Oct. 21, 2016||Bill Brown|
Founded in 1937, Waddell & Reed, Inc. provides financial planning services to clients throughout the U.S. through its network of nearly 1,800 financial advisors working in more than 160 registered offices. The firm occupies a distinctive niche in the financial services landscape, positioned on the continuum between the fullservice model and the independent model. Waddell & Reed’s approach combines uncommon advisor support with an unexpected level of compensation.
Waddell & Reed, Inc. is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR), which had $86.5 billion in total assets under management at June 30, 2016. For more information about Waddell & Reed, visit joinwaddell.com.
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.