David Lytle

Financial Advisor at Waddell & Reed Financial - Mission, KS, US

David Lytle's Contact Details
HQ
913-236-2000
Location
San Francisco Bay Area
Company
Waddell & Reed Financial
David Lytle's Company Details
Waddell & Reed Financial logo, Waddell & Reed Financial contact details

Waddell & Reed Financial

Mission, KS, US • 1000 - 4999 Employees
Financial Services

On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.'s investment management business including Ivy Investments. Concurrent to the acquisition, LPL Holdings, Inc. acquired wealth manager Waddell & Reed, Inc.Waddell & Reed, Inc. has been dedicated to helping people achieve their financial goals since 1937 when World War I veterans Chauncey Waddell and Cameron Reed founded the company. Now Waddell & Reed has become part of LPL, a leader in the retail financial advice market and the nation's largest independent broker‐dealer¹. Serving individual financial professionals and financial institutions, LPL provides technology, research, clearing and compliance services and practice management programs to create and grow thriving practices. LPL enables financial professionals to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. ¹ Source: Based on total revenue, Financial Planning Magazine, June 1996‐2020Learn more about LPL: https://www.lpl.com/about‐Us/what‐we‐do.html

Banking Finance Financial Services Financial Advisory Services Investment Banking Asset Management
Details about Waddell & Reed Financial
Frequently Asked Questions about David Lytle
David Lytle currently works for Waddell & Reed Financial.
David Lytle's role at Waddell & Reed Financial is Financial Advisor.
David Lytle's email address is ***@waddell.com. To view David Lytle's full email address, please signup to ConnectPlex.
David Lytle works in the Financial Services industry.
David Lytle's colleagues at Waddell & Reed Financial are John Manocchio, Sam Forsyth, Dena DeBenedetti, Amy Cook, Michele George, Homa Jahanian, Steven Beck and others.
David Lytle's phone number is 913-236-2000
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