Wade Giddens is a registered investment advisor, based in Peachtree, GA, with 36 years of industry experience.
Location
525 Westpark Drive, Suite 100, Peachtree, GA, 30269
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Regulatory History (3)
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Customer Dispute
December 2014Settled
Customer Dispute
June 2014Denied
Customer Dispute
March 2001Award / Judgment
Other Business Activities
Wade is the owner/proprietor of Intelligent Wealth Design, LLC, a shell company holding his portion of Reveille Wealth Management. He spends minimal time on this business.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 6 mos
Raymond James Financial Services Advisors, INC
January 2021 - Present · 5 yrs 6 mos
Previous Registrations
Morgan StanleyBroker
May 2014 - January 2021 · 6 yrs 8 mos
Morgan Stanley
May 2014 - January 2021 · 6 yrs 8 mos
UBS Financial Services INC.
November 2008 - May 2014 · 5 yrs 6 mos
UBS Financial Services INC.Broker
November 2008 - May 2014 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2001 - November 2008 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2000 - November 2008 · 8 yrs 4 mos
Legacy Securities CORP.Broker
May 1997 - July 2000 · 3 yrs 2 mos
Morgan Keegan & Company, INC.Broker
December 1989 - May 1997 · 7 yrs 5 mos
State Registrations50 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.