Levi Wade
Levi Wade is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oklahoma City, OK, with 21 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
5700 NW 130th Street, Suite 2, Oklahoma City, OK, 73142
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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
Levi is involved in several business activities, including managing rental properties with his wife and stepfather, and owning/partnering in First Harvest Insurance OKC, LLC and First Harvest Insurance, LLC. He also owns LC Wade Insurance & Financial Services, LLC and True Harvest Wealth Management, dedicating about a quarter of his time to the insurance businesses and a significant amount of time to True Harvest Wealth Management.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations3 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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