Gregory Wade
Gregory Wade is a registered investment advisor at Wells Fargo Advisors, based in Roswell, GA, with 34 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
10825 Alpharetta Hwy 3rd Fl, Roswell, GA, 30076
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business Activities
Gregory co-owns rental property with his spouse since 2019, which is investment-related. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wachovia Securities, INC.Broker
Wachovia Brokerage ServiceBroker
First Union Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 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.
Exams
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