Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wade is a financial advisor currently registered with Independent Financial Partners. Brian Wade has over 20 years of experience in the financial services industry. Brian Wade holds a Series 6, 7, 63, and 66 licenses. Brian Wade also holds the Certified Financial Planner designation. Brian Wade's current registrations are active in Colorado, Florida, Georgia, Missouri, New York, Ohio, South Carolina, and Virginia. Brian Wade also has previous registrations with LPL Financial LLC, Walnut Street Securities, Inc. and Park Avenue Securities LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
09/28/2015 - Present
Independent Financial Partners (Tampa FL)
FL
12/02/2011 - 05/23/2019
LPL FINANCIAL LLC (TAMPA FL)
FL
09/08/2003 - 12/08/2011
WALNUT STREET SECURITIES, INC. (TAMPA FL)
NY
05/03/1999 - 09/05/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/15/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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