Wade MeadowsCRD Number: 1182015
Current Firm: Pnc Capital Advisors LLC
Wade Meadows (CRD# 1182015) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Charlotte, NC and has over 18 years of experience in the finance industry. Wade Meadows has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Professional Funds Distributor||King Of Prussia, PA||Mar 2012 - Current||7|
|Pnc Institutiional Investments||Washington, DC||Feb 2012 - Current||7|
|Wells Fargo Advisors LLC||Baltimore, MD||Mar 2010 - Jan 2012||1|
|Wachovia Bank, N.a.||Baltimore, MD||Feb 2010 - Jan 2012||1|
|Brown Investment Advisory & Trust Company||Baltimore, MD||Dec 2008 - Jan 2010||1|
|Brown Advisory Securities, LLC||Baltimore, MD||Jun 2008 - Dec 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2001|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management53,549MILLIONS
Total Number of Accounts13,214ACCOUNTS
Average Account Value$4,052,442
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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