Mark Wakeley (CRD# 1527631) is an Investment Advisor Representative working at Cerity Partners LLC in Fort Worth, TX and has over 37 years of experience in the finance industry. Mark Wakeley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cerity Partners LLC | Fort Worth, TX | Apr 2019 - Current | 5 |
| Bd4ria, Inc. | Fort Worth, TX | Apr 2018 - Current | 6 |
| Wakeley Financial Services | Colleyville, TX | Jan 1986 - Current | 38 |
| Karsten Advisors | Colleyville, TX | Sep 2017 - Apr 2019 | 1 |
| Triad Advisors, Inc. | Norcross, GA | Sep 2017 - Apr 2018 | < 1 |
| H.d. Vest Advisory Services | Ft. Worth, TX | Jun 1996 - Sep 2017 | 21 |
| H.d. Vest Investment Services | Ft. Worth, TX | Jun 1986 - Sep 2017 | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
- TX
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Total Assets Under Management80,573MILLIONS
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Total Number of Accounts16,424ACCOUNTS
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Average Account Value$4,905,815
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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