Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Lucas Wade is a financial advisor in Tampa, Florida, and has been in the industry for over 16 years. Adam is a CERTIFIED FINANCIAL PLANNER™ professional, holds a Series 63, Series 66, and Series 7 license, and is registered with the state of Colorado as an Investment Advisor Representative (IAR). Adam currently works with J. W. Cole Advisors, Inc., which specializes in financial planning and investment management for individuals, businesses, and charitable organizations. Adam is dedicated to helping clients achieve their financial goals, and has a proven track record of success. Previous to his work with J.W. Cole Advisors, Inc., Adam was employed by LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, and Nova Financial Services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
03/28/2022 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
CO
05/30/2014 - 02/15/2017
LPL FINANCIAL LLC (COLORADO SPRINGS CO)
CO
06/03/2011 - 06/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLORADO SPRINGS CO)
CO
06/20/2006 - 06/07/2011
EDWARD JONES (COLORADO SPRINGS CO)
BOTH
Issued 06/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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