Mark Wakeland (CRD# 5284014) is an Investment Advisor Representative working at Huntington Financial Advisors in Powell, OH and has over 13 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Dublin, OH | Jul 2020 - Current | 3 |
| Wesbanco Securities Inc. | Columbus, OH | Jul 2019 - Jun 2020 | < 1 |
| Unemployed | Columbus, OH | May 2019 - Jul 2019 | < 1 |
| Pnc Investments, LLC | Columbus, OH | Jan 2017 - May 2019 | 2 |
| Jp Morgan Securities LLC | Solana Beach, CA | Feb 2016 - Jan 2017 | < 1 |
| Jp Morgan Chase Bank | Solana Beach, CA | Feb 2016 - Jan 2017 | < 1 |
| Unemployed | San Diego, CA | Dec 2015 - Feb 2016 | < 1 |
| Pnc Investments | Powell, OH | Jan 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2010 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2011 |
- OH
-
Total Assets Under Management5,197MILLIONS
-
Total Number of Accounts32,956ACCOUNTS
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Average Account Value$157,688
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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