Christopher Raymond Wade
Professional Summary
Christopher Raymond Wade, who also goes by Christopher Wade, Chris R Wade, is a registered financial advisor currently at PCG WEALTH MANAGEMENT located in Overland Park, Kansas and LPL FINANCIAL LLC located in Independence, Missouri. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Christopher has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Christopher Wade, Chris R Wade
Similar Advisors
REDSTONE ADVISORS INC
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
REDSTONE ADVISORS INC
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
MORGAN STANLEY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
REDSTONE ADVISORS INC
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
MORGAN STANLEY
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
REDSTONE ADVISORS INC
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
MORGAN STANLEY
Years of Experience
36 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
REDSTONE ADVISORS INC
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
MORGAN STANLEY
Current Firm
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS
Contact Information
Main Address
5700 W. 112th Street, Suite 120, Overland Park, KS 66211Phone Number
(913) 323-3112# of Employees
24SEC notice filing (23 States and Territories)
Registered to provide investment advisory services in 23 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,710AUM (Assets Under Management)
$931,127,284Similar Advisors
REDSTONE ADVISORS INC
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
MORGAN STANLEY
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
REDSTONE ADVISORS INC
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
MORGAN STANLEY
Primary Firm SEC Registration
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS
State Registrations and Notice Filings
(2/8/2017)
(9/16/2020)
(4/9/2025)
(11/11/2024)
(2/8/2017)
(1/2/2018)
(3/20/2017)
(1/10/2024)
(3/9/2017)
(12/14/2018)
(4/9/2025)
(2/8/2017)
(2/8/2017)
(11/22/2019)
(9/16/2020)
(2/8/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1990About the Series 6 examSRO Registrations
Similar Advisors
REDSTONE ADVISORS INC
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
MORGAN STANLEY
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Raymond Wade's CRS (Customer Relationship Summary).
Similar Advisors
REDSTONE ADVISORS INC
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
MORGAN STANLEY