Unclaimed Profile

Rodney Dale Wade

WADE FINANCIAL ADVISORY, INC.·CAMPBELL, California

Clean recordWADE FINANCIAL ADVISORY, INC.

2105 S. BASCOM AVENUE, CAMPBELL, CA 95008CRD# 1489939Firm CRD# 108627

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rodney Dale Wade · CAMPBELL, CA

Registration

CRD #1489939 · WADE FINANCIAL ADVISORY, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rodney Dale Wade is a registered financial advisor based in CAMPBELL, California, affiliated with WADE FINANCIAL ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

WADE FINANCIAL ADVISORY, INC.

AUM

$673M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WADE FINANCIAL ADVISORY, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1489939

Firm CRD# 108627

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rodney Dale Wade offer?

Rodney Dale Wade specializes in Financial Planning, Investment Management. Contact their office in CAMPBELL, California for a consultation.

What are Rodney Dale Wade's credentials?

Rodney Dale Wade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rodney Dale Wade located?

Rodney Dale Wade is based in CAMPBELL, California, working with WADE FINANCIAL ADVISORY, INC.. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.

How does Rodney Dale Wade charge for services?

Rodney Dale Wade's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WADE FINANCIAL ADVISORY, INC.?

WADE FINANCIAL ADVISORY, INC. has approximately 9 employees and manages $673M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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