J. Wade Brittingham
CRD Number: 5696608Current Firm: Stock Plan Advisory Group LLC
Compensation Model: Both
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Stock Plan Advisory Group LLC | Alexandria, VA | May 2021 - Current | 2 |
Voya Financial Advisors, Inc. | Vienna, VA | Dec 2014 - May 2021 | 6 |
Cuso Financial Services, LP | San Diego, CA | Jul 2012 - Nov 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2010 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
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Total Assets Under Management9MILLIONS
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Total Number of Accounts40ACCOUNTS
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Average Account Value$214,494
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
VA
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