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
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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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