Mark Wakeland, financial advisor Columbus OH
93 score

Mark Wakeland

CRD Number: 5284014
Current Firm: Pnc Investments

Mark Wakeland (CRD# 5284014) is an Investment Advisor Representative working at Pnc Investments in Columbus, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments, LLC Columbus, OH Jan 2017 - Current 1
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
Merrill Lynch Pierce Fenner & Smith Inc. Columbus, OH Mar 2012 - Dec 2012 < 1
Morgan Stanley Smith Barney Columbus, OH Jun 2009 - Mar 2012 2
Morgan Stanley & Co Inc. Columbus, OH May 2007 - May 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Mark A. Wakeland
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    14,009
    MILLIONS
  • Total Number of Accounts
    91,053
    ACCOUNTS
  • Average Account Value
    $153,857
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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