Nancy WakefieldCRD Number: 4592281
Current Firm: Martin Capital Partners, LLC
Nancy Wakefield (CRD# 4592281) is an Investment Advisor Representative working at Martin Capital Partners, LLC in Eugene, OR and has over 17 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|Martin Capital Partners, LLC||Eugene, OR||Jan 2013 - Current||5|
|Td Ameritrade||Portland, OR||Sep 2008 - Dec 2012||4|
|Fidelity Brokerage Services||San Francisco, CA||Apr 2004 - Aug 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2004|
|S65||NASAA Investment Advisors Law Examination||Nov 2000|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management97MILLIONS
Total Number of Accounts285ACCOUNTS
Average Account Value$339,585
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services