Daniel Wakefield, financial advisor Champaign IL
93 score

Daniel Wakefield

CRD Number: 4441471
Current Firm: Wells Fargo Advisors, LLC

Daniel Wakefield (CRD# 4441471) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Champaign, IL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Champaign, IL May 2009 - Current 7
Wachovia Securities, LLC Champaign, IL Jan 2008 - May 2009 1
A.g. Edwards Champaign, IL Aug 2001 - Jan 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Daniel R. Wakefield
Phone Number: 314-875-3000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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