Derrie Wade, financial advisor Wichita KS
89 score

Derrie Wade

CRD Number: 4588710
Current Firm: Advisors Asset Management, Inc.

Derrie Wade (CRD# 4588710) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Wichita, KS and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Advisors Asset Management Wichita, KS Sep 2013 - Current 3
Yingling Aviation Wichita, KS Oct 2012 - Current 4
George K. Baum & Company Wichita, KS Sep 2002 - Sep 2013 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Derrie D. Wade
Phone Number: 719-488-9956
Firm Website: http://www.aamlive.com
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    810
    MILLIONS
  • Total Number of Accounts
    821
    ACCOUNTS
  • Average Account Value
    $986,394
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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