Paul WakefieldCRD Number: 1094846
Current Firm: Next Financial Group, Inc.
Paul Wakefield (CRD# 1094846) is an Investment Advisor Representative working at Next Financial Group, Inc. in Orem, UT and has over 34 years of experience in the finance industry.
Uma Financial Services Inc.
|Next Financial Group, Inc.||Orem, UT||May 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
|S65||NASAA Investment Advisors Law Examination||Jan 1995|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV