Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade T. Cardon is a financial advisor at LPL Financial LLC. Wade has over 30 years of experience in the financial services industry. Wade has been registered with the Securities and Exchange Commission (SEC) since 1986. Wade has a wide range of experience in providing financial advice to individuals and businesses. Wade is also a certified financial planner (CFP). Wade is committed to providing his clients with the highest level of service and expertise. Wade is based in Scottsdale, Arizona.
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.
1
2
AZ
04/25/2019 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
11/29/1991 - 05/01/2019
AMERIPRISE FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
MN
11/29/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
03/10/1986 - 08/08/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/07/1986 - 08/08/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1992
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Wade Cardon is the right advisor for you? Invested Better is here to help.
