Unclaimed
Wade Hurst is a financial professional with over 30 years of experience in the industry. Wade is currently registered with LPL Financial LLC and has branch offices in Plentywood and Wolfpoint, Montana. Wade has previously worked with Investment Centers of America, Inc., Marketing One Securities, Inc. and Edward D. Jones & Co., L.P. Wade holds the Series 7 and Series 63 licenses and the SIE exam. Wade is registered to provide securities-related services in 24 states.
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.
Consulting and other non-discretionary advisory services
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.
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2
MT
11/29/2017 - Present
LPL Financial LLC (PLENTYWOOD MT)
MT
12/16/1992 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (WOLFPOINT MT)
OR
02/11/1992 - 11/30/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
MO
08/25/1988 - 07/05/1991
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 10/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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