Wade Giddens
Wade Giddens is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Peachtree, GA, with 36 years of industry experience. Wade is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
525 Westpark Drive, Suite 100, Peachtree, GA, 30269
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2014Customer Dispute
June 2014Customer Dispute
March 2001Other 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
Raymond James Financial Services Advisors, INC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Legacy Securities CORP.Broker
Morgan Keegan & Company, INC.Broker
State Registrations50 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.