James Wade, financial advisor Mesquite TX
93 score

James Wade

CRD Number: 1994738
Current Firm: H.d. Vest Advisory Services, Inc.

James Wade (CRD# 1994738) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Mesquite, TX and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Jim Wade Enterprises Inc. Mesquite, TX Jan 2013 - Current 3
H.d. Vest Advisory Services Sunnyvale, TX Oct 1993 - Current 23
H.d. Vest Investment Services Mesquite, TX Jan 1991 - Current 25
Self-employed (tax Practice) Dallas, TX Nov 1977 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
Contact Info for James A. Wade
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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