Allyson WadeCRD Number: 6994103
Current Firm: Lincoln Financial Advisors Corporation
Allyson Wade (CRD# 6994103) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Salisbury, MD and has over 3 years of experience in the finance industry.
Lpl Financial LLC
Eagle Strategies LLC
|Lincoln Financial Advisors||Salisbury, MD||Dec 2018 - Current||3|
|Lincoln Financial Advisors||Salisbury, MD||Jul 2018 - Current||4|
|Visiting Angels||Salisbury, MD||Apr 2018 - Current||4|
|Military Sealift Command||Norfolk, VA||Nov 2006 - May 2018||11|
|United States Navy||Millington, TN||Jun 2006 - Aug 2015||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management36,787MILLIONS
Total Number of Accounts111,465ACCOUNTS
Average Account Value$330,036
- 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)
- 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, VT, WA, WI, WV, WY
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