Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hunter? Claim Your ProfileHunter James Wade is a financial advisor at Cambridge Investment Research Advisors, Inc. in Beckley, West Virginia. Hunter has been in the financial industry for over 20 years and has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Hunter holds Series 6, 7, 26, 63, and 66 licenses. Hunter is also a registered investment advisor in West Virginia. Hunter's expertise includes financial planning, portfolio management, and retirement planning.
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
WV
02/04/2022 - Present
Cambridge Investment Research Advisors, Inc. (Beckley WV)
WV
04/15/2005 - 02/09/2022
THE O.N. EQUITY SALES COMPANY (BECKLEY WV)
MN
04/12/2004 - 04/19/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
09/21/1998 - 04/19/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/21/1998 - 04/19/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Hunter Wade is the right advisor for you? Invested Better is here to help.
