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Item 1 Cover Page Waddell & Associates, Inc. 5188 Wheels Drive Memphis, TN 38117 (901) 767-9187 www.waddellandassociates.com June 18, 2014, This Brochure provides information about the qualifications

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What is adv form - waddell?

Adv form - waddell is a form filed with the Securities and Exchange Commission (SEC) by investment advisers.

Who is required to file adv form - waddell?

Investment advisers registered with the SEC are required to file adv form - waddell.

How to fill out adv form - waddell?

Adv form - waddell can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of adv form - waddell?

The purpose of adv form - waddell is to provide the SEC and clients with information about the investment adviser's business practices.

What information must be reported on adv form - waddell?

Adv form - waddell requires information about the adviser's ownership, services, fees, conflicts of interest, and more.

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