Unclaimed Profile

Wade Shannon Wilkinson

SSN ADVISORY, INC.·KNOXVILLE, Tennessee

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 99TOClean record22 years registeredSSN ADVISORY, INC.

9729 COGDILL ROAD, KNOXVILLE, TN 37932CRD# 2312703Firm CRD# 126090

Profile Verification

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

Identity

Wade Shannon Wilkinson · KNOXVILLE, TN

Registration

CRD #2312703 · SSN ADVISORY, INC. · 22 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Jun 2024 – present

SECURITIES AMERICA ADVISORS, INC.

Sep 2020 – Jun 2024

Knoxville, TN

SSN ADVISORY, INC.

Jan 2004 – Sep 2020

KNOXVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 99TO

Registration record

First registered · January 22, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SSN ADVISORY, INC.

CRD 126090 · SEC 801-61989

AUM

$2.4B

Regulatory assets under management

Employees

241

13,989 client accounts

Services offered by SSN ADVISORY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SSN ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does Wade Shannon Wilkinson offer?

Wade Shannon Wilkinson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.

What are Wade Shannon Wilkinson's credentials?

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

Where is Wade Shannon Wilkinson located?

Wade Shannon Wilkinson is based in KNOXVILLE, Tennessee, working with SSN ADVISORY, INC.. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.

How does Wade Shannon Wilkinson charge for services?

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

How large is SSN ADVISORY, INC.?

SSN ADVISORY, INC. has approximately 241 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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