Wade Meadows is a CFP, ChFC-designated registered investment advisor, based in Charlotte, NC, with 29 years of industry experience.
Location
4720 Piedmont Row Drive, STE 200, Charlotte, NC, 28210
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Wade is the Secretary/Assistant Secretary for the Dilworth at Oriole HOA, a homeowners association for 5 townhomes where he lives. This activity is not investment-related.
Employment History
Current Registrations
PNC Capital Markets LLCBroker
March 2020 - Present · 6 yrs 1 mo
PNC Capital Advisors LLC
April 2012 - Present · 14 yrs
Previous Registrations
PNC Funds Distributor, LLCBroker
March 2012 - December 2019 · 7 yrs 9 mos
Wells Fargo Advisors, LLC
March 2010 - November 2011 · 1 yr 8 mos
Wells Fargo Advisors, LLCBroker
March 2010 - November 2011 · 1 yr 8 mos
Brown Advisory Securities, LLC
June 2008 - December 2009 · 1 yr 6 mos
Brown Advisory Securities, LLCBroker
June 2008 - December 2009 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
May 2007 - June 2008 · 1 yr 1 mo
Citigroup Global Markets INC.
May 2007 - June 2008 · 1 yr 1 mo
Citicorp Investment Services
August 2006 - May 2007 · 9 mos
Citicorp Investment ServicesBroker
December 2005 - May 2007 · 1 yr 5 mos
Banc of America Investment Services, INC.
December 2002 - December 2005 · 3 yrs
Banc of America Investment Services, INC.Broker
September 2001 - December 2005 · 4 yrs 3 mos
MML Investors Services, INC.Broker
May 1990 - September 1995 · 5 yrs 4 mos
State Registrations1 state
NC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.