Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade S. Dillman is a financial advisor at Avantax Advisory Services. Wade has been in the financial industry since 2013 and has experience working with Wells Fargo Clearing Services, LLC and BBVA Securities Inc. Wade is registered with the state of Texas as a securities agent and an investment advisor representative. Wade has a Series 7, Series 6, Series 63 and Series 65 license. Wade specializes in financial planning, retirement planning, and investment management. Wade is committed to providing his clients with personalized service and guidance to help them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/12/2018 - Present
Avantax Advisory Services (Bellville TX)
TX
07/01/2015 - 01/23/2018
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
07/23/2013 - 07/02/2015
BBVA SECURITIES INC. (BELLAIRE TX)
IA
Issued 01/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Wade Dillman is the right advisor for you? Invested Better is here to help.
