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Craig Scott Wade

Rhodes Investment Advisors, Inc.

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About Craig Scott Wade

Craig Scott Wade is a financial advisor who has been in the industry since 1983. Craig is currently registered with Rhodes Investment Advisors, Inc. Craig is a licensed insurance agent and property manager and provides services for individuals and businesses. He has Series 7, Series 99TO, and Series 63 licenses. Craig specializes in providing financial planning and portfolio management services.

Firm Information

Craig Wade is currently registered with Rhodes Investment Advisors, Inc.. Rhodes Investment Advisors, Inc. is an investment advisor headquartered in FORT WORTH, TX. They manage approximately $266,194,908 in client assets. The firm advises individuals and businesses on financial planning, portfolio management, and selection of other advisors. They have 8 licensed agents and 9 registered representatives.
Rhodes Investment Advisors, Inc.

306 WEST 7TH STREET

FORT WORTH, TX 76012

$266.19M

Assets Under Management

Not reported

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Craig Wade’s Registration & Firm History

TX

01/29/1997 - Present

Rhodes Investment Advisors, Inc. (FORT WORTH TX)

NA

05/25/1983 - 04/04/1988

SIMMONS-GREEN FINANCIAL SERVICES, INC.

NA

05/25/1983 - 02/01/1984

TEXAS SECURITIES, INC.

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Licenses & Designations

BC

Issued 05/06/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Scott Wade.
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