Theresa Waddell
Theresa Waddell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vienna, VA, with 26 years of industry experience. Theresa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
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.
Exams
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