Wade Giddens (CRD# 1998148) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Peachtree, GA and has over 34 years of experience in the finance industry.
CRD# 4194526
Synovus Securities, Inc.
CRD# 5694281
Truist Advisory Services, Inc.
CRD# 4148297
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services, Inc. | Peachtree City, GA | Jan 2021 - Current | 3 |
Raymond James Financial Services Advisors, Inc. | Peachtree City, GA | Jan 2021 - Current | 3 |
Reveille Wealth Management | Peachtree City, GA | Jan 2021 - Current | 3 |
Intelligent Wealth Design, LLC | Sharpsburg, GA | Jan 2021 - Current | 3 |
Morgan Stanley Private Bank, N.a | New York, NY | Jan 2015 - Jan 2021 | 6 |
Morgan Stanley | Peachtree City, GA | May 2014 - Jan 2021 | 6 |
Ubs | Atlanta, GA | Nov 2008 - May 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1989 |
S65 | NASAA Investment Advisors Law Examination | Feb 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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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