Wade HaslamCRD Number: 5277744
Current Firm: Cambridge Investment Research Advisors, Inc.
Wade Haslam (CRD# 5277744) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Salt Lake City, UT and has over 10 years of experience in the finance industry.
Uma Financial Services Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Oct 2010 - Current||6|
|Haslam & Company||Holladay, UT||Jan 2005 - Current||12|
|Geneos Wealth Management Inc.||Holladay, UT||Jan 2007 - Jan 2010||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2007|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, VI, VT, WA, WI, WV