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John Wakefield

North Capital Private Securities Corp.

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About John Wakefield

John Wakefield is a registered representative of North Capital Private Securities Corp.. John holds the Series 7TO, Series 82TO and Series 63 licenses. John has been in the industry since December 2020. Prior to joining North Capital Private Securities Corp. John was a registered representative with GROWTH CAPITAL SERVICES, INC.. John is registered in 53 states and has a branch office location in Menomonee Falls, WI.

Firm Information

John Wakefield is currently registered with North Capital Private Securities Corp.. North Capital Private Securities Corp. is a Corporation formed in May 2010 and is registered in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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John Wakefield’s Registration & Firm History

WI

03/08/2022 - Present

North Capital Private Securities Corp. (Menomonee Falls WI)

WI

10/30/2020 - 01/12/2022

GROWTH CAPITAL SERVICES, INC. (Menomonee Falls WI)

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Licenses & Designations

BC

Issued 09/04/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/30/2020

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 08/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Wakefield.
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