Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Wade is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Fort Worth, Texas. Charles has been in the financial services industry since 1990. Charles has a wide range of experience in the financial services industry and holds multiple licenses and certifications. Charles has been registered with Cambridge Investment Research Advisors, Inc. since 2014. Before joining Cambridge Investment Research Advisors, Inc., Charles worked at Fidelity Brokerage Services LLC and First Command Financial Planning, Inc. Charles is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
04/15/2014 - Present
Cambridge Investment Research Advisors, Inc. (FORT WORTH TX)
TX
05/17/2011 - 04/17/2012
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
MS
05/31/1990 - 01/24/2011
FIRST COMMAND FINANCIAL PLANNING, INC. (COLUMBUS MS)
IA
Issued 04/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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