Wade JohnsonCRD Number: 5557513
Current Firm: Beacon Wealth Consultants, Inc.
Wade Johnson (CRD# 5557513) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Roanoke, VA and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Wells Fargo Clearing Services, LLC
Virginia Capital Strategies
|Beacon Wealth||Roanoke, VA||Apr 2008 - Current||9|
|Next Financial Group Inc.||Virginia Beach, VA||Feb 2011 - Aug 2012||1|
|Qa3 Financial Corp||Omaha, NE||Jun 2008 - Feb 2011||2|
|Water Chemistry||Roanoke, VA||Aug 1998 - Apr 2008||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management85MILLIONS
Total Number of Accounts697ACCOUNTS
Average Account Value$122,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, IN, NJ, OH, PA, TX, VA