Emily WadeCRD Number: 5435761
Current Firm: Voya Financial Advisors, Inc.
Emily Wade (CRD# 5435761) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Tucson, AZ and has over 3 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuso Financial Services, LP
|Voya Financial Advisors, Inc.||Tucson, AZ||Sep 2014 - Current||3|
|Ing Financial Partners, Inc.||Tucson, AZ||Apr 2014 - Aug 2014||< 1|
|Underhill Financial Advisors||Tucson, AZ||Nov 2005 - Apr 2014||8|
|Flowing Wells High School||Tucson, AZ||Aug 2004 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- 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