Wade Howell
Wade Howell is a registered investment advisor at Cetera Investment Advisers LLC, based in Asheville, NC, with 4 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10 Brook Street, Suite 235, Asheville, NC, 28803
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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
Wade sells and services fixed index annuities and also works as an insurance agent through Avantax Insurance Agency, dedicating minimal time to the latter. He also works full-time as a financial advisor for Legacy Tax and Accounting and Legacy Capital Advisor, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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