Unclaimed Profile

Wade Shannon Wilkinson

SSN ADVISORY, INC.·KNOXVILLE, Tennessee

SSN 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.

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Wade Shannon Wilkinson is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with SSN ADVISORY, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SSN ADVISORY, INC.

AUM

$2.4B

Regulatory assets under management

Employees

241

Total firm employees

View all advisors at SSN ADVISORY, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 2312703

Firm CRD# 126090

View on FINRA BrokerCheck →

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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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