Paul Wakefield is a registered investment advisor, based in Etters, PA, with 3 years of industry experience.
Location
2220 Old Trail Road, Etters, PA, 17319
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2025 - Present · 11 mos
Raymond James Financial Services Advisors, INC
June 2025 - Present · 11 mos
Previous Registrations
Edward Jones
October 2024 - June 2025 · 8 mos
Edward JonesBroker
October 2024 - June 2025 · 8 mos
Raymond James Financial Services, INC.Broker
October 2022 - September 2024 · 1 yr 11 mos
Raymond James Financial Services Advisors, INC
October 2022 - September 2024 · 1 yr 11 mos
Trinity Wealth Securities, L.L.C.Broker
September 2020 - November 2020 · 2 mos
Florida Financial Advisors, INC.
August 2020 - November 2020 · 3 mos
State Registrations9 states
DEFLGAILNCOHPASCWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.