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Hunter Wade

Cambridge Investment Research Advisors, INC.
28 Years of Experience
Beckley, WV
1 DisclosureBrokerSells Insurance
View SEC Summary
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Hunter Wade is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Beckley, WV, with 28 years of industry experience. Hunter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

716 S Kanawha St., Beckley, WV, 25801

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Hunter owns Wade Investment Properties since 2011 and is an independent insurance agent for various companies since 1995, dedicating about 10-20% of his time to insurance. He is also a board member for The Salvation Army, president of Cornerstone Wealth Management, and treasurer for a judge's election campaign.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
February 2022 - Present · 4 yrs 8 mos
Cambridge Investment Research, INC.Broker
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
On Investment Management CO
September 2017 - February 2022 · 4 yrs 5 mos
The O.N. Equity Sales CompanyBroker
April 2005 - February 2022 · 16 yrs 10 mos
Usallianz Securities, INC.Broker
April 2004 - April 2005 · 1 yr
Metlife Securities INC.Broker
September 1998 - April 2004 · 5 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
September 1998 - April 2004 · 5 yrs 7 mos
State Registrations4 states
FLVAWIWV
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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