Andrea Wade, financial advisor Lewiston ME
88 score

Andrea Wade

CRD Number: 6387579
Current Firm: Invest Financial Corporation

Andrea Wade (CRD# 6387579) is an Investment Advisor Representative working at Invest Financial Corporation in Lewiston, ME and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corp. Tampa, FL Jun 2016 - Current < 1
Androscoggin Savings Bank Lewiston, ME Jun 2016 - Current < 1
Commonwealth Financial Network Waltham, MA Sep 2014 - May 2016 1
Taintor & Abbott Auburn, ME Jun 2014 - Dec 2014 < 1
Td Bank Auburn, ME May 2012 - Jun 2014 2
Lee Auto Malls Auburn, ME Apr 2010 - May 2012 2
Skelton, Taintor And Abbott Auburn, ME Sep 2009 - Apr 2010 < 1
University Of Maine Orono, ME Aug 2005 - Sep 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Andrea L. Wade
Phone Number: (813) 880-5300
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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