Doug Wakefield, CFP
Generations Advisors
Certified Financial Planner in Boca Raton, FL
Address:1300 N. Federal Hwy Suite 101
Boca Raton, FL 33432
About Doug Wakefield
Doug Wakefield is a financial professional at Generations Advisors located in Boca Raton, Florida. Doug Wakefield holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Doug Wakefield provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Doug Wakefield1300 N. Federal Hwy Suite 101
Boca Raton, FL 33432
Phone Number:
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Website:
https://www.mygenwealth.com/
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