James Hakewill (CRD# 4825778) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Saratoga, NY and has over 14 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mfs Institutional Advisors, Inc. | Boston, MA | Jun 2017 - Current | 6 |
| Mfs Fund Distributors, Inc. | Boston, MA | Jun 2017 - Current | 6 |
| Manning & Napier Advisors, LLC | Fairport, NY | Apr 2014 - Jun 2017 | 3 |
| Manning & Napier Investor Services, Inc. | Fairport, NY | Jun 2010 - Jun 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- MA
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Total Assets Under Management128,519MILLIONS
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Total Number of Accounts8,586ACCOUNTS
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Average Account Value$14,968,458
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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