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Wade Callender Menzies

Insight Folios

Charlotte, NC

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Current Employers
Insight Folios

10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-06
  • NC RA
    APPROVED
    Since 2025-04-06

Branch Locations

10800 Sikes Place Suite 110, Charlotte, NC 28277 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Braeside Benefits Charlotte NC 12/2007 Present
Tactical Investment Advisors Cornelius NC 06/2013 04/2025
Insight Folios Charlotte NC 04/2025 Present
  • 12/2007 → Present
    Braeside Benefits
    Charlotte, NC
  • 06/2013 → 04/2025
    Tactical Investment Advisors
    Cornelius, NC
  • 04/2025 → Present
    Insight Folios
    Charlotte, NC
Previous Registrations
Other Businesses

INSURANCE SALES TACTICAL INVESTMENT ADVISORS & BRAESIDE BENEFITS 30 HOURS/WEEK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-13
S63 Uniform Securities Agent State Law Examination 2006-07-13
  • S65 Uniform Investment Adviser Law Examination
    2015-01-13
  • S63 Uniform Securities Agent State Law Examination
    2006-07-13
Other Names
  • Cal Menzies
  • Wade C Menzies

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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