Waddell & Associates LLC
Legal Name: WADDELL & ASSOCIATES, LLC
Full Contact Details
Waddell & Associates LLC
5188 WHEELIS DRIVE, MEMPHIS, TN
901-767-9187
901-767-0056
Other Info
Waddell & Associates LLC is a registered DE Limited Liability Company with an impressive team of 19 employees, 10 of whom work in advisory roles. The firm has 4 valued clients and has been approved by the U.S. Securities and Exchange Commission since May 18, 2016.
Waddell & Associates
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Direct Owners
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DAVID SEWALL WADDELL
PRESIDENT, CHIEF EXECUTIVE OFFICER AND DIRECTOR owns less than 5%
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FOCUS OPERATING, LLC
MEMBER owns 75% or more
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PERRY JENKINS GREEN
SENIOR VICE PRESIDENT owns less than 5%
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TARA LYNN MEEKS
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more