Wade Lokka is a CFP-designated registered investment advisor, based in Elk Grove, CA, with 25 years of industry experience.
Location
9381 E Stockton Blvd, Suite 200, Elk Grove, CA, 95624
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Regulatory History (1)
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Customer Dispute
November 2008Denied
Other Business Activities
Wade is the Managing Partner and President of Season 59 Financial LLC, a support company created to limit liability for his investment advisory business. This takes about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2019 - Present · 6 yrs 7 mos
Raymond James Financial Services, INC.Broker
December 2019 - Present · 6 yrs 7 mos
Previous Registrations
Edward Jones
May 2007 - November 2019 · 12 yrs 6 mos
Edward JonesBroker
September 2000 - November 2019 · 19 yrs 2 mos
State Registrations13 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.