Wade Colwell
Wade Colwell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fayetteville, AR, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
355 N College Ave, Suite 4, Fayetteville, AR, 72701
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2004Other Business Activities
Wade owns rental real estate and dedicates minimal time to it. He also manages properties through C&W Properties LLC, spending minimal time on this activity. Wade is the owner and president of Colwell Wealth Management, dedicating about half his time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations17 states
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.