Diane WakefieldCRD Number: 3159885
Current Firm: City National Securities, Inc.
Diane Wakefield (CRD# 3159885) is an Investment Advisor Representative working at City National Securities, Inc. in San Francisco, CA and has over 18 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|City National Securities||Walnut Creek, CA||Apr 2015 - Current||3|
|Us Trust, Bank Of America||San Francisco, CA||Aug 2010 - Apr 2015||4|
|Deutsche Bank Securities||San Francisco, CA||Nov 2006 - Aug 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 1999|
Total Assets Under Management1,005MILLIONS
Total Number of Accounts1,493ACCOUNTS
Average Account Value$673,452
- A percentage of assets under your management
- 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)
AL, AZ, CA, CO, NJ, NV, NY, TX