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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Colwell is an investment advisor representative with Raymond James Financial Services Advisors, INC. Wade Colwell is registered with FINRA and the SEC. Wade Colwell has been in the securities industry since 1986 and has a total of 14 approved state licenses. Wade Colwell has also completed the Series 63, Series 65, Series 7, and Series 31 exams. Wade Colwell offers financial planning, portfolio management for businesses and individuals, and pension consulting. Wade Colwell is also a registered investment advisor with the state of Arkansas. Wade Colwell's current firm, Raymond James Financial Services Advisors, INC, is a large investment firm with over 6300 clients and 6203 registered representatives. Wade Colwell's previous employer was WELLS FARGO CLEARING SERVICES, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AR
09/08/2022 - Present
Raymond James Financial Services Advisors, Inc. (Fayetteville AR)
AR
01/01/2008 - 09/21/2022
WELLS FARGO CLEARING SERVICES, LLC (FAYETTEVILLE AR)
AR
12/26/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAYETTEVILLE AR)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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