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Connecting Investors with Advisors

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Atlanta, GA

Contact Information

Name: Daniyal Inamullah
Firm Name: Waddell & Reed
Address: 4751 Best Road
Atlanta, GA 30071
Primary Phone: (678) 907-1472
Email: dinamullah@wradvisors.com

Direct Contact Information

Name: Daniyal Inamullah
Email: dinamullah@wradvisors.com

Services Offered

Services Offered: 401k Rollover From Employer
Alternative Asset Class Planning
Alternative Investments
Annuities
Annuity Ideas & Strategy Planning
Asset Protection Strategies & Planning
Disability Insurance
Education Funding & Financial Aid Planning
Estate Tax Planning
Income for Life/ Preserve Principal
Individual Income Tax Planning
Insurance & Risk Management Planning
Investment & Portfolio Management
Investment Consulting & Allocation Design
IRA
401k
Roth IRA
QDRO Rollovers
Life Insurance
Retirement Income Accumulation Planning
Retirement Income Distribution Planning
Retirement Planning
Stock Market Alternative
Wealth Management

Professional Credentials Listing

Degree(s) / Years of College: Emory University/BA Economics

Licensing and Compliance

Registered Investment Advisor: Yes
Investment Advisor Representative: Yes
Active securities licenses: 66 - Fiduciary
7 - Commission
Broker/Dealer: Waddell & Reed
Active insurance licenses: Annuity
Disability
Health
Life
Long-Term Care

Professional Services Offered

Provides the following Financial Services: Investment advisory services
Planning services
Provides the following Planning Services: College
Estate
Financial
Retirement
Tax
Provides the following Investment Services: Asset allocation
Asset management
Money manager selection
Performance reporting
Strategy development
Tax efficient strategies
Written investment policy
Provides planning as a separate service: Yes