Wade Warren Email & Phone Number
Private Client Group Planner @ Savant Wealth Management
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Wade Warren Location
- Birmingham, AL, US
Wade Warren Work
- 2023 -now Private Client Group Planner @
- 2015 -2023 Senior Planner @ Bridgeworth Wealth Management
- 2013 -2015 CFP @ First Protective
- 2008 -2013 Supervisor @ ProEquities
- 2005 -2008 Assistant Relationship Manager @
Wade Warren Education
- Auburn University
Bachelor's degree (Finance, General)
1997-2002
Wade Warren Skills
- FINRA
- Series 63
- Finance
- Certified Financial Planner
- Retirement
- Series 66
- Asset Allocation
- Financial Services
- Series 7
- Series 99
- Securities
- Mutual Funds
- Series 24
Wade Warren Summary
- Wade Warren, based in Birmingham, AL, US, is currently a Private Client Group Planner at Savant Wealth Management. Wade Warren brings experience from previous roles at Bridgeworth Wealth Management, First Protective, ProEquities and BBVA Compass. Wade Warren holds a 1997 - 2002 Bachelor's degree in Finance, General @ Auburn University. With a robust skill set that includes FINRA, Series 63, Finance, Certified Financial Planner, Retirement and more. Wade Warren has 2 emails and 1 mobile phone numbers on RocketReach.
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