NANCY E WAKEFIELD is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with SERENE POINT ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SERENE POINT ADVISORS LLC | 2025-01-10 | present | Yes |
| INTEGRATED ADVISORS NETWORK LLC | 2017-11-07 | 2020-11-02 | — |
| MARTIN CAPITAL PARTNERS, LLC | 2017-06-30 | 2017-11-01 | — |
| MARTIN CAPITAL PARTNERS, LLC | 2013-09-23 | 2016-12-31 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2008-09-09 | 2013-01-03 | — |
| TD AMERITRADE, INC. | 2008-09-09 | 2013-01-03 | — |
| STRATEGIC ADVISERS LLC | 2006-02-27 | 2008-08-07 | — |
| STRATEGIC ADVISERS LLC | 2004-06-02 | 2004-12-16 | — |
| AKT WEALTH ADVISORS, LP | 2001-01-08 | 2004-05-03 | — |