Wade
Dillman
Avantax Advisory Services
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About this Advisor
Wade Dillman is a financial advisor based in Bellville, Texas, working with Avantax Advisory Services. Wade has previously held positions at Bbva Securities Inc, Compass Bank, Bbva Wealth Solutions Inc, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Avantax Investment Services, Inc, Avantax Advisory Services, Wehring Wealth Management, Avantax Insurance Agency, LLC, and Db Wehring Wealth LLC. Wade has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Wade is part of Avantax Advisory Services, which operates out of Bellville, Texas. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Wade Dillman Work History
Db Wehring Wealth LLC
Avantax Investment Services, Inc
Avantax Advisory Services
Wehring Wealth Management
Avantax Insurance Agency, LLC
Wells Fargo Clearing Services, LLC
Bbva Wealth Solutions Inc
Wells Fargo Advisors, LLC
Bbva Securities Inc
Compass Bank
Disclosures
Please visit the SEC profile of Wade Dillman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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