Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol lee? Claim Your ProfileCarol lee Royer is a financial advisor working at Waddell & Associates, LLC. Carol has been in the industry since 1997. Carol is a Certified Financial Planner and Chartered Financial Analyst. Carol specializes in financial planning, pension consulting, and selection of other advisors. Waddell & Associates, LLC is a firm located in Memphis, TN that provides financial planning, portfolio management, and credit and cash management solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions and insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing with frs and on elibible credit and cash managem
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TN
05/25/2016 - Present
Waddell & Associates, LLC (Memphis TN)
Active
Inactive
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