Alexander Wakefield (CRD# 5712615) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Canton, OH and has over 14 years of experience in the finance industry.
CRD# 1070075
Lpl Financial LLC
CRD# 4843791
Commonwealth Financial Network
CRD# 5881829
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | Fairlawn, OH | Aug 2021 - Current | 2 |
| Alex Wakefield Insurance Agency | Fairlawn, OH | Aug 2021 - Current | 2 |
| State Farm Investment Management Corp | North Canton, OH | Aug 2018 - Current | 5 |
| Alex Wakefield Insurance Agency | North Canton, OH | Aug 2011 - Current | 12 |
| State Farm Vp Management Corp. | North Canton, OH | Aug 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2009 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- OH
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, WY
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