James A. Wade,  CFP<sup>&reg;</sup> - Financial Advisor

James A. Wade, CFP®

CSA®

UNITY Financial Services

610 N Town East Blvd, Suite 102
Mesquite, TX 75150
FINANCIAL ADVISOR'S WEBSITE
(877) 328-6489
(972) 329-9453

General

James Wade is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UNITY Financial Services in Mesquite, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFS, CEP, CSA

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

H.D. Vest Financial Services

Financial Advisor's Specialties

Attending College, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources