Brian Wade is a CFP-designated registered investment advisor, based in Tampa, FL, with 28 years of industry experience.
Location
3030 N. Rocky Pt. Dr. W., Suite 700, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian sells fixed life, long-term care, disability, health, and fixed annuity insurance products through Tampa Financial Group, Inc. and IFP Insurance Group. He also dedicates a few hours per week to public speaking.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
Pfg Financial Advisors
Walnut Street Securities, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations4 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.