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Bradley W. Hall, CFP®

Waddell & Reed, Inc.

1050 East State Hwy 114
Suite 250
Southlake, TX 76092
Phone: (817) 310-5545
Fax: (817) 310-5501

Toll-free: (888) 718-7185

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Household Income Minimum: $50,000
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.