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David Sewall Waddell

Waddell & Associates, LLC

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About David Sewall Waddell

David Waddell is a financial advisor with Waddell & Associates, LLC, a firm based in Memphis, Tennessee. David is a Certified Financial Planner™ professional and has been working in the industry since 1996. David specializes in helping individuals, corporations, charitable organizations, and pension and profit-sharing plans with their financial planning needs. He offers a range of services, including financial planning, portfolio management, pension consulting, credit and cash management solutions, and insurance solutions. David holds Series 7 and Series 63 licenses.

Firm Information

David Waddell is currently registered with Waddell & Associates, LLC. Waddell & Associates, LLC is an investment advisor registered with the SEC. The firm has 11 investment advisor representatives and manages approximately $1.34 billion in regulatory assets under management. Waddell & Associates provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and other institutions. The firm's main office is located in Memphis, Tennessee.
Waddell & Associates, LLC

5188 WHEELIS DRIVE

MEMPHIS, TN 38117

$1.34B

Assets Under Management

1

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions and insurance solutions

Credit and cash management solutions and insurance solutions

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with frs and on elibible credit and cash managem

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David Waddell’s Registration & Firm History

TN

05/26/2016 - Present

Waddell & Associates, LLC (Memphis TN)

TX

03/18/1996 - 03/26/1998

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 03/28/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Sewall Waddell.
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