Jim Wade Email & Phone Number

Jim Wade is the owner of UNITY Financial Services in Mesquite, Texas. UNITY Financial is dedicated to building a trusting relationship with individuals and small businesses for the purpose of pursuing their financial goals. Founded in 1977, UNITY Financial provides wealth management to a diversified and growing client base.Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Tax preparation and accounting services offered through Jim Wade, Accredited Tax Preparer. LPL Financial does not offer tax advice, tax preparation or accounting services.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Listed skills include Financial Analysis, Estate Planning, Wealth Management, Strategic Financial Planning, and 35 others.