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James Miller – Waddell & Reed, Inc.

Posted by in , , on 4-9-13

James Miller – Waddell & Reed, Inc.
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Wadell & Reed

James Miller graduated from the University of California San Diego with a Bachelor of Arts degree in Economics. After spending some time in the UCSD baseball program, James has decided to carry on the passion for success that the program has thrived off of for so many years. This passion has now been focused on helping others achieve financial goals that they once felt were unattainable. Waddell & Reed provides James with the team atmosphere that he is so accustomed to, while not limiting him on the financial services he is able to provide.

It is James’ goal to provide influential financial knowledge to his clients, that will positively affect their lives now and into the future. Mr. Miller is a full-service financial advisor that educates clients on tax-efficient approaches for college, retirement, and estate planning. James is a big believer in financial knowledge being passed on to everyone and anyone who wants to and is willing to learn.

Financial Services for Individuals and Families

  • Tax-Advantaged Wealth Accumulation
  • Retirement Planning
  • Investment Strategies
  • Asset Preservation
  • Insurance and Risk Management
  • Estate Planning
  • College Planning

 Financial Services for Businesses

  • Tax-Advantaged Retirement Programs
  • Executive Benefits
  • Key Personnel Planning
  • Business Succession Planning
  • Buy-Sell Agreement Funding

 Proven Results

Founded in 1937, Waddell & Reed is among the most enduring asset management and financial planning firms in the nation, providing proven investment and planning services to individuals and institutional investors.

California Life Insurance License #0H77542

Securities and Investment Advisory Services are offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.

Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.

Additional Info

Company & Address:

Waddell and Reed, Inc.
695 Town Center Drive, Suite 200
Costa Mesa, Ca. 92626

Office phone:

714-437-7510 ext 185

Mobile phone:

714-911-7515

Fax:

714-437-7515

Email:

E-mail Me