Wade Menzies, financial advisor Huntersville NC

Wade Menzies

CRD Number: 5032612
Current Firm: Tactical Investment Advisors, LLC

Wade Menzies (CRD# 5032612) is an Investment Advisor Representative working at Tactical Investment Advisors, LLC in Huntersville, NC and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Tactical Investment Advisors Cornelius, NC Jun 2013 - Current 9
Braeside Benefits Charlotte, NC Dec 2007 - Current 14
Lpl Financial Charlotte, NC Sep 2011 - Apr 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Wade C. Menzies
Phone Number: 980-280-1502
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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