Wade PercefulCRD Number: 1322569
Current Firm: Edward Jones
Wade Perceful (CRD# 1322569) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 20 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Edward Jones||Saint Louis, MO||Apr 2007 - Current||10|
|Commerce Brokerage||Clayton, MO||Sep 2001 - Apr 2007||5|
|The Home Depot||Chesterfield, MO||Feb 2007 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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