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Phyllis Raiford Scruggs

Waddell & Associates, LLC

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About Phyllis Raiford Scruggs

Phyllis Scruggs is a financial advisor with Waddell & Associates, LLC, a firm based in Memphis, Tennessee. Phyllis has been in the industry since 1992. She is a Certified Financial Planner and a Chartered Financial Analyst. Phyllis has experience providing financial planning, portfolio management, and insurance solutions to individuals, businesses, and pension plans. Phyllis holds licenses in Colorado, Tennessee, and Texas.

Firm Information

Phyllis Scruggs 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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Phyllis Scruggs’s Registration & Firm History

CO

05/25/2016 - Present

Waddell & Associates, LLC (Aspen CO)

NA

07/31/1992 - 10/04/1993

MORGAN KEEGAN & COMPANY, INC.

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Licenses & Designations

BC

Issued 09/15/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phyllis Raiford Scruggs.
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