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| Business Profile |
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Waddell & Reed
1875 S Grant Street Suite 750
San Mateo, CA 94402
Phone: 65057739
Fax: 65034903
Map:
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Products & services:
Brian has been with Waddell & Reed for fifteen years and is currently in the top 1% of Advisors based on total sales production. He earns his recognition from emphasizing a unique and personable approach with his clients. Ranging from young families to retirees seeking wealth management and estate planning strategies, clients may build a long-term relationship with Brian allowing him to help them leave a positive legacy for their family and friends.
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SIC: 6531
Industry:
Finance, Insurance, and Real Estate
Real Estate
Real estate agents and managers
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