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Alston Boyd Wade

FCG Investment Co.

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About Alston Boyd Wade

Alston Wade is a financial professional with over 14 years of experience in the financial services industry. Alston is currently registered as an Investment Advisor Representative with FCG Investment Co. in Germantown, TN. He has a strong background in financial planning and portfolio management and has previously worked with LPL Financial LLC and Walnut Street Securities, Inc. Alston holds a Series 6, Series 63, and Series 65 license and is dedicated to helping clients achieve their financial goals.

Firm Information

Alston Wade is currently registered with FCG Investment Co.. FCG Investment Co. is an investment advisor headquartered in GERMANTOWN, TN. They have 4 licensed agents and 9 investment advisor representatives, and manage approximately $457,898,340 in regulatory assets. They offer financial planning, pension consulting, and portfolio management services to individuals, pension and profit sharing plans, and individuals other than high-net-worth individuals.
FCG Investment Co.

9040 GARDEN ARBOR DR

GERMANTOWN, TN 38138

$457.90M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alston Wade’s Registration & Firm History

TN

10/22/2020 - Present

FCG Investment Co. (GERMANTOWN TN)

TN

01/05/2009 - 08/15/2013

LPL FINANCIAL LLC (GERMANTOWN TN)

TN

01/05/2006 - 11/11/2008

WALNUT STREET SECURITIES, INC. (MEMPHIS TN)

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Licenses & Designations

IA

Issued 10/02/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alston Boyd Wade.
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