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THOMAS-WADDELL & Associates provides to its clients effective asset management that is essential to their financial success. In this day and age of computer information systems, global markets, and a vast number of investment alternatives, it is easy for investors to become overwhelmed in an attempt to make prudent investment choices.

Since its inception in 1987, THOMAS-WADDELL & Associates recognizes that today's investors require sophisticated planning and innovative financial strategies to achieve their financial goals and effectively fulfill their needs in today's changing environment.

OBJECTIVE
We at THOMAS-WADDELL & Associates have created an unparalleled range of high-quality financial management services for investors. THOMAS-WADDELL & Associates is dedicated to helping you accomplish your financial goals.

The THOMAS-WADDELL & Associates investment systems call on the resources of an entire team of experts, a sophisticated asset allocation process, and some of the industry's most talented money managers.




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DISCLAIMER

This web-site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states or countries where we are registered or where an exemption or exclusion from such registration exists.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access to the following pages to individuals residing in states where we are currently registered.

This website is not applicable to sales in the UK or any other country outside of the United States.

The following is a list of states in which we are currently registered:

Louisiana, California, Georgia, Arizona, Alaska, New Mexico, Texas and Mississippi


If we are not currently registered in your state, we will not be able to disseminate investment product and services information to you at this time. Should you desire information on ways in which our company may help you with your investment needs, please feel free to email us at: clientservices@thomaswaddell.net , briefly explaining the information you desire. We may be able to refer you to a representative in your area, or we may become registered in your state, at which time we would be able to further discuss how our services may meet your needs.



*Investment Advisory Services and Securities are offered through InterSecurities, Inc. member FINRA,SIPC and Registered Investment Advisor   


 














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