Andrea WadeCRD 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 over 2 years of experience in the finance industry.
Saltwater Harbor Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuna Brokerage Services, Inc.
|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|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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