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

James A. Wade, CFP®


UNITY Financial Services

610 N Town East Blvd, Suite 102
Mesquite, TX 75150
(972) 329-9453


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, 6, 63

Designations & Certifications

  • Other - CFS, CEP, CSA

Insurance Licenses

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

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Attending College, Annuities, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources