Theresa Waddell
Theresa Waddell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vienna, VA, with 25 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
Firm Size
IM Fee
Assets Under Management
Location
1953 Gallows Road, Suite 110, Vienna, VA, 22182
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2006Other Business Activities
Theresa works as an auditor for the Defense Contract Audit Agency, dedicating about half of her time. She also owns Theresa Waddell, CPA, focusing on tax preparation and filing, taking about 10-20% of her time, and provides minimal support to Waddell Group.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.