Unclaimed
Kade James Orsburn is an Investment Advisor Representative at Seia. Kade is registered with the state of Texas and has been in the industry for 3 years. Kade's expertise lies in financial planning, portfolio management, and providing educational seminars to clients. Kade's prior experience includes working with Solutions 4 Wealth, Denton County District Attorney's Office, and Baylor University.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
09/17/2024 - Present
Seia (Northlake TX)
IA
Issued 11/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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