AW
CFP
AW
CFP

Andrew Dixon Wade

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
250 advisors
Number of Clients
9,894 clients
Average Client Portfolio
$456K average
Assets Under Management
$4.5B

Fee Structure

Minimum Annual Fee:$200
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Location

6926-F Little River Tnpk, Annandale, VA, 22003

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History

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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Other Business ActivitiesSells Insurance

Andrew is the President of Nebel Financial Services, LLC, focusing on investment planning and insurance. He also dedicates time to various non-investment related activities, including board membership, grant writing, church finance, condo association leadership, and Rotary Club presidency.

Employment History
Current Registrations
Stonex Advisors INC.
July 2016 - Present · 9 yrs 7 mos
Stonex Securities INC.Broker
December 2011 - Present · 14 yrs 2 mos
Previous Registrations
Sterne Agee Asset Management, INC.
December 2011 - July 2016 · 4 yrs 7 mos
Sterne, Agee & Leach, INC.Broker
December 2011 - December 2011 · 0 mos
Anderson & Strudwick, Incorporated
March 2011 - December 2011 · 9 mos
Anderson & Strudwick, IncorporatedBroker
July 2010 - December 2011 · 1 yr 5 mos
Jesup & Lamont Securities CORPBroker
October 2009 - July 2010 · 9 mos
Jesup & Lamont Securities CORP.
October 2009 - November 2009 · 1 mo
Nebel Financial Services, LLC.
January 2003 - March 2011 · 8 yrs 2 mos
Empire Financial Group, INC.Broker
July 2001 - November 2008 · 7 yrs 4 mos
Centennial Capital Management, INC.Broker
May 1998 - July 2001 · 3 yrs 2 mos
State Registrations28 states
AZCACODCDEFLGAINKYLAMAMDMEMNNCNHNJNMNYOHOKPASCTXVAVTWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.