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https://www.financial-planning.com/news/lessons-from-waddell-reed-reverse-churning-case

29 de set. de 2022 — Waddell & Reed — and its current parent, LPL Financial — operate both as advisory firms that must place clients' interests ahead of their own in ...

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https://dfpi.ca.gov/wp-content/uploads/sites/337/2014/04/WaddellReedConsentOrder.pdf

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Willowbranch Financial Group and Waddell & Reed

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Willowbranch Financial Group is a team of award-winning* Waddell & Reed ... You will experience timely trades, 24/7 access to your accounts from any device, ...

Waddell & Reed Review - SmartAsset.com

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23 de jul. de 2022 — Waddell & Reed is a fee-based financial advisor firm. The firm has one of the largest advisor pools in the U.S., as it is affiliated with over a ...

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Waddell & Reed is an asset management and financial planning firm providing investment and planning services to individuals and institutional investors.

Waddell & Reed Ordered to Pay $776K Over Reverse Churning

https://www.thinkadvisor.com/2022/09/20/waddell-reed-ordered-to-pay-776k-over-wrap-fee-program-misconduct/

20 de set. de 2022 — Waddell & Reed agreed to pay disgorgement, interest and a penalty for keeping clients in wrap fee accounts despite infrequent trading.

Waddell & Reed to Pay $776K Over 'Reverse Churning' Claims

https://www.financialadvisoriq.com/c/3755794/481694/waddell_reed_over_reverse_churning_claims?referrer_module=issueHeadline

20 de set. de 2022 — LPL acquired Waddell & Reed's wealth management business for $300 million in April 2021. The arrangement was part of the three-way deal through ...

Waddell & Reed 403(b)(7) Custodial Account Program

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Waddell & Reed's commitment to online security

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LPL Financial Closes Acquisition of Waddell & Reed's Wealth

https://www.globenewswire.com/news-release/2021/04/30/2220902/29579/en/LPL-Financial-Closes-Acquisition-of-Waddell-Reed-s-Wealth-Management-Business.html

30 de abr. de 2021 — Over 900 Waddell & Reed advisors have committed to join LPL's platform. Collectively, the advisors serve approximately 95% of the $71B of client ...

Meet Our Broker Waddell & Reed - LPL Financial

https://www.u-vestfinancial.com/meet-our-broker-waddell-reed

... and respected broker-dealer and investment advisor, Waddell & Reed Inc. ... The strength of our relationship with LPL means we have access to a full ...

Waddell & Reed, LLC - SEC.gov

https://www.sec.gov/litigation/admin/2022/34-95828.pdf

19 de set. de 2022 — those accounts to pay Waddell $484,645 in wrap fees during the ... of the Advisers Act and the rules thereunder in connection with the.9 páginas

Waddell & Reed - Wikipedia

https://en.wikipedia.org/wiki/Waddell_%26_Reed

Waddell & Reed Financial, Inc. was an American asset management and financial planning company founded in 1937 in Kansas City, Missouri.

Macquarie Group completes acquisition of Waddell & Reed ...

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30 de abr. de 2021 — Waddell & Reed wealth management platform sold to LPL Financial ... Macquarie Asset Management (MAM), the asset management division of Macquarie ...

Waddell & Reed: Home

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Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan ...

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Online access to your account information. - Statements. - Balances. - Set up Paperless. - See Beneficiaries. Access LPL Account View Here ...

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We offer a full library of resources to help boost your retirement planning and financial knowledge.

Access Your Account - LPL Financial

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Here you can access: Past transactions, statements, and tax information for your Waddell & Reed Brokerage and Ivy Investments accounts; New LPL accounts ...

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