Joshua Wakefield, financial advisor Irvine CA

Joshua Wakefield

CRD Number: 5990218
Current Firm: Cooper Mcmanus

Joshua Wakefield (CRD# 5990218) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 11 years of experience in the finance industry. Joshua Wakefield 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.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA May 2021 - Current 2
Cooper Financial Group Dba Cooper Mcmanus Irvine, CA May 2021 - Current 2
Mml Investors Services, LLC Newport Beach, CA Jun 2016 - May 2021 4
Massmutual Life Insurance Company Newport Beach, CA May 2016 - May 2021 5
Todd Tripp/ Northwestern Mutual Newport Beach, CA Jan 2016 - May 2016 < 1
Northwestern Mutual Investment Services, LLC Irvine, CA Jan 2012 - May 2016 4
Northwestern Mutual Investment Services, LLC Irvine, CA Feb 2014 - Jan 2016 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2011 - Jan 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Joshua D. Wakefield
Phone Number: 800-516-5333
Firm Website: http://www.ldwcg.com
Registered State(s):
  • CA
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    1,575
    MILLIONS
  • Total Number of Accounts
    4,577
    ACCOUNTS
  • Average Account Value
    $344,125
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, LA, MA, MD, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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