Wakker's Financial Advisory Service, Inc.
Wakker's Financial Advisory Service, Inc. (CRD# 115842) is a financial advisory firm headquartered in , . They manage $3,187,135 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wakker's Financial Advisory Service, Inc.
By the Numbers
-
Total Assets Under Management3MILLION
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Total Number of Accounts27ACCOUNTS
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Average Account Value$118,042
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Wakker's Financial Advisory Service, Inc.
No Advisor Found.
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