Wade Grimes is a registered investment advisor, based in Ft Worth, TX, with 20 years of industry experience.
Location
100 Lexington Street, Suite 100, Ft Worth, TX, 76102
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Regulatory History
Clean regulatory record
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.
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Wade is a board member for Jacks Brothers Keepers, assisting injured veterans. He is also a co-owner of Grimes Wealth Management, a DBA for Cetera Business.
Employment History
Current Registrations
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
April 2014 - June 2019 · 5 yrs 2 mos
Foresters Financial Services, INC.Broker
November 2005 - June 2019 · 13 yrs 7 mos
State Registrations9 states
ARAZCOFLMDMONVNYTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.