Unclaimed Profile

James Francis Wade

TAC PARTNERS, INC.·BOSTON, Massachusetts

Clean recordTAC PARTNERS, INC.

53 STATE STREET, BOSTON, MA 02109CRD# 5934456Firm CRD# 158249

Profile Verification

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

Identity

James Francis Wade · BOSTON, MA

Registration

CRD #5934456 · TAC PARTNERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Francis Wade is a registered financial advisor based in BOSTON, Massachusetts, affiliated with TAC PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TAC PARTNERS, INC.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TAC PARTNERS, INC. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5934456

Firm CRD# 158249

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Francis Wade offer?

James Francis Wade specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.

What are James Francis Wade's credentials?

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

Where is James Francis Wade located?

James Francis Wade is based in BOSTON, Massachusetts, working with TAC PARTNERS, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does James Francis Wade charge for services?

James Francis Wade's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAC PARTNERS, INC.?

TAC PARTNERS, INC. has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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