Yancey Wade (CRD# 2645247) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 27 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Franklin, TN | Oct 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Franklin, CA | Jul 2019 - Current | 4 |
| Raymond James Financial Services Advisors Inc. | Franklin, CA | Jul 2019 - Current | 4 |
| Sagespring Wealth Partners | Franklin, TN | Apr 2023 - Oct 2023 | < 1 |
| Sagespring Wealth Partners | Franklin, TN | Nov 2022 - Apr 2023 | < 1 |
| Southwestern Investment Advisory Services | Franklin, TN | Jul 2019 - Mar 2023 | 3 |
| Southwestern Investment Group | Franklin, TN | Jul 2019 - Nov 2022 | 3 |
| Wedbush Securities Inc. | Los Angeles, CA | Jul 2016 - Jun 2019 | 2 |
| Comerica Securities, Inc. | Los Angeles, CA | Oct 2014 - Jul 2016 | 1 |
| Hsbc Securities (usa) Inc. | Beverly Hills, CA | Apr 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- AL
- IA
- LA
- NE
- TN
- TX
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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, VI, VT, WA, WI, WV, WY
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