Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Wilkinson is a registered investment advisor representative with Osaic Wealth, Inc. in Knoxville, Tennessee. Wade has been in the securities industry since 1993. Wade holds a Series 63 license and has also passed several principal exams. Wade's prior experience includes time at Securities America, Inc. and Securities Service Network, LLC. In addition to his work with Osaic Wealth, Inc., Wade is also a Managing Member of Cogdill Capital LLC, a General Partner in Wilkinson Family Limited Partnership, and a Managing Partner of Fort Loudon Financial LLC. Wade's specializations include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
06/14/2024 - Present
Osaic Wealth, Inc. (Knoxville TN)
TN
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Knoxville TN)
TN
02/14/1995 - 11/24/2020
SECURITIES SERVICE NETWORK, LLC (Knoxville TN)
MO
03/02/1993 - 01/03/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 03/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/18/1995
Series 24 - General Securities Principal Examination
BC
Issued 08/14/1995
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wade Wilkinson is the right advisor for you? Invested Better is here to help.
