Thomas WadeCRD Number: 1097200
Current Firm: Devonshire Asset Management, Inc.
Thomas Wade (CRD# 1097200) is an Investment Advisor Representative working at Devonshire Asset Management, Inc. in Stoneham, MA and has over 39 years of experience in the finance industry. Thomas Wade has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Devonshire Asset Management, Inc.||Winchester, MA||Jan 1999 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1983|
|S65||NASAA Investment Advisors Law Examination||Sep 1993|
Total Assets Under Management100MILLIONS
Total Number of Accounts112ACCOUNTS
Average Account Value$890,936
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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