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Overview

Services

Advisor Services

  • Financial Planning

  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Charles Schwab & Co., Inc. 10 months, 4 weeks Sep 2015 - Present
Curian Capital, LLC 3 years, 2 months Jul 2012 - Sep 2015
Curian Clearing LLC 3 years, 2 months Jul 2012 - Sep 2015
Old Mutual Capital, Inc. 7 years, 9 months Aug 2004 - May 2012
Are You
Shaye Lynn Wade?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Shaye Wade

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 14, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Assets

There are no assets to display at this time.

Fees

Types of Compensation Arrangements

  • Hourly Charges
  • Fixed Fees
  • Asset Based Fees For Wrap Programs Sponsored By Applicant.
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