Carole Lane

Financial Advisor at Waddell Reed

Carole Lane's Professional Contact Details

Email (Verified)

****@waddell.com

Get Email Address

(913) 236-2000

Location

California, US

Company

Waddell Reed

Person Seniority

entry

Person Functions

finance

Carole Lane's Current Company Details

Waddell Reed

Mission, Kansas, US • 1943 Employees

finance

Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles: Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations. Planning. By building personalized plans supported with highly competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action toward achieving them. Advising. Our mission, every day, is to help clients at all stages and through the changes that life may bring. Learn more by visiting www.waddell.com Any opinions expressed herein may not be those of Waddell & Reed, Inc. and are subject to change without notice. The products and services described in this website are for U.S. residents only and are available through Waddell & Reed financial advisors. Waddell & Reed financial advisors may only conduct business with residents of the states for which they are properly registered. Some products and services may not be available in all states or to all clients. Securities and investment advisory services offered through Waddell & Reed, Inc., a broker/dealer, member FINRA/SIPC (www.finra.org) (www.sipc.org) and a Federally Registered Investment Advisor

Public Symbol

WDR

Founded Year

1937

Organization Website

waddell.com

Organization Languages

English

Organization Revenue

1200000

Current Technologies

pardot