Kelly Wade (CRD# 6143721) is an Investment Advisor Representative working at Lpl Financial LLC in Emporia, KS and has over 11 years of experience in the finance industry.
CRD# 3036979
Lpl Financial LLC
CRD# 2115503
Cetera Investment Advisers LLC
CRD# 2132471
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Emporia, KS | Jul 2021 - Current | 2 |
| Masons | Emporia, KS | Apr 2017 - Jul 2021 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies Inc. | Emporia, KS | Jun 2013 - Jul 2021 | 8 |
| Waddell & Reed, Inc. | Emporia, KS | Dec 2012 - Jul 2021 | 8 |
| Chamber Ambassador | Emporia, KS | Apr 2016 - Oct 2020 | 4 |
| Big Brother Big Sisters | Emporia, KS | May 2018 - Jan 2019 | < 1 |
| Rolling Hills Homeowners Association | Emporia, KS | Nov 2011 - Dec 2018 | 7 |
| City Of Emporia | Emporia, KS | Jan 2018 - Feb 2018 | < 1 |
| Sacred Heart | Emporia, KS | Oct 2017 - Jan 2018 | < 1 |
| Leadership Emporia Alumni Association | Emporia, KS | Sep 2014 - Dec 2017 | 3 |
| Emporia-lyon County Metropolitan Planning Commission | Emporia, KS | Jan 2012 - Dec 2017 | 5 |
| Campaign For Kelly Wade | Emporia, KS | Jun 2017 - Nov 2017 | < 1 |
| Emporia Public Library Board | Emporia, KS | Apr 2016 - Apr 2016 | < 1 |
| Candidate For City Commission | Emporia, KS | Jan 2015 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- FL
- KS
- MO
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, WY
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