Nancy Wakefield, financial advisor Lake Oswego OR
93 score

Nancy Wakefield

CRD Number: 4592281
Current Firm: Integrated Advisors Network LLC

Nancy Wakefield (CRD# 4592281) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Lake Oswego, OR and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Advisors Network LLC Palos Verdes Estates, CA Nov 2017 - Current < 1
Martin Capital Partners, LLC Eugene, OR Jan 2013 - Current 5
Td Ameritrade Portland, OR Sep 2008 - Dec 2012 4
Fidelity Brokerage Services San Francisco, CA Apr 2004 - Aug 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination Nov 2000
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Nancy E. Wakefield
Phone Number: 855-729-4222
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
    569
    MILLIONS
  • Total Number of Accounts
    3,109
    ACCOUNTS
  • Average Account Value
    $182,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, DE, FL, KS, MA, MD, ME, MO, NC, NM, OK, OR, PA, SC, TX, VA, WA

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

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