Edgar Wade is a registered investment advisor, based in Salem, VA, with 31 years of industry experience. Edgar is also registered as a broker, so some compensation may come from commissions on products sold.
Location
112 West Main Street, Salem, VA, 24153
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Regulatory History (1)
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Criminal
April 2003Final Disposition
Other Business ActivitiesSells Insurance
Eddie has been preparing tax returns since 2004, dedicating a few hours per week. He also refers individuals and clients with health insurance needs to a specialist and receives referral compensation, dedicating minimal time to this activity.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
June 2013 - Present · 13 yrs 4 mos
Cl Wealth Management LLC
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
Allied Beacon Partners, INC.Broker
October 2011 - July 2013 · 1 yr 9 mos
Summitalliance Advisors, L.L.C.
May 2008 - March 2012 · 3 yrs 10 mos
Retirement Planners and Consulting Group, LLC
June 2007 - December 2007 · 6 mos
Workman Securities CorporationBroker
July 2006 - September 2011 · 5 yrs 2 mos
Jefferson Pilot Securities CorporationBroker
January 2006 - January 2006 · 0 mos
Jefferson Pilot Securities CORP
November 2005 - January 2006 · 2 mos
AXA Advisors, LLC
February 2000 - November 2003 · 3 yrs 9 mos
AXA Advisors, LLCBroker
October 1992 - November 2003 · 11 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
October 1992 - January 2000 · 7 yrs 3 mos
State Registrations8 states
CAFLKYNCSCTXVAWV
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.
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