Homer Dudley Wade Jr
Professional Summary
Homer Dudley Wade JR, who also goes by Buck Wade Jr, Buck Wade, H D Wade Jr, H D Wade, H Dudley Wade, was a registered financial advisor. Homer was a previously registered financial professional and started their career in finance 1992 - 2021. Homer had worked at 8 firms and has passed the SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Buck Wade Jr, Buck Wade, H D Wade Jr, H D Wade, H Dudley Wade
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
COLLABORATIVE WEALTH | GARRISON WEALTH MANAGEMENT | FALCON FINANCIAL MANAGEMENT | COLLABORATIVEWEALTH TREASURE COAST | COLLABORATIVEWEALTH LAKE NONA | COLLABORATIVEWEALTH GAINESVILLE | COLLABORATIVE WEALTH MANAGEMENT, INC.
Contact Information
Main Address
972 International Parkway, Lake Mary, FL 32746Phone Number
(407) 792-3336# of Employees
13SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,948AUM (Assets Under Management)
$653,282,295Similar Advisors
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Other business activities
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
COLLABORATIVE WEALTH | GARRISON WEALTH MANAGEMENT | FALCON FINANCIAL MANAGEMENT | COLLABORATIVEWEALTH TREASURE COAST | COLLABORATIVEWEALTH LAKE NONA | COLLABORATIVEWEALTH GAINESVILLE | COLLABORATIVE WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
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.
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 Aug 1992About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 1996About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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