Find the Certified Financial Planner™
Who's right for you.

Harry R. Greyard, CFP®

Waddell & Reed

3410 Windsor Dr
Charlotte, NC 28209-3356
Phone: (704) 553-7220
Fax: (704) 553-7977

Household Income Minimum: $0
Investable Asset Minimum: $25,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges
N/A