Brian Wade (CRD# 2314108) is an Investment Advisor Representative working at Ardent Capital Management, Inc. in Cincinnati, OH and has over 31 years of experience in the finance industry.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winston Investment Management, Inc. | Cincinnati, OH | Jan 2017 - Current | 7 |
| Clarke Power Generation, Inc. | Springdale, OH | Mar 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
- OH
- TX
-
Total Assets Under Management294MILLIONS
-
Total Number of Accounts291ACCOUNTS
-
Average Account Value$1,010,479
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, KY, LA, OH, TX
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