AW
CFP
AW
CFP

Anthony Waddell

37 Years of Experience
Vienna, VA
Broker

Anthony Waddell is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vienna, VA, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1953 Gallows Road, Suite 110, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony is the president of Waddell Group, a support company. He also owns rental real estate, dedicating about 10-20% of his time to this investment-related activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
July 2007 - Present · 19 yrs
Previous Registrations
Raymond James Financial Services
July 2007 - January 2009 · 1 yr 6 mos
Waddell & Reed, INC.
May 1997 - July 2007 · 10 yrs 2 mos
Waddell & Reed, INC.Broker
May 1988 - July 2007 · 19 yrs 2 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAIDILKSKYLAMAMDMNMONCNHNJNVNYOHORPASCTNTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Anthony Waddell - Financial Advisor | TrueAdvisor