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Charles Collin Wakeley

LAFAYETTE INVESTMENTS, INC.·ASHTON, Maryland
Unclaimed Profile
17830 NEW HAMPSHIRE AVENUE, ASHTON, MD 20861CRD# 828905Firm CRD# 22471
01

About

Charles Collin Wakeley is a registered financial advisor based in ASHTON, Maryland, affiliated with LAFAYETTE INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LAFAYETTE INVESTMENTS, INC.
LAFAYETTE INVESTMENTS, INC.
AUM
$774M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LAFAYETTE INVESTMENTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 828905
Firm CRD# 22471
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Collin Wakeley offer?
Charles Collin Wakeley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHTON, Maryland for a consultation.
What are Charles Collin Wakeley's credentials?
Charles Collin Wakeley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Collin Wakeley located?
Charles Collin Wakeley is based in ASHTON, Maryland, working with LAFAYETTE INVESTMENTS, INC.. Their office serves clients in the ASHTON metropolitan area and surrounding communities.
How does Charles Collin Wakeley charge for services?
Charles Collin Wakeley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAFAYETTE INVESTMENTS, INC.?
LAFAYETTE INVESTMENTS, INC. has approximately 7 employees and manages $774M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ASHTON
Lawrence Judge — LAFAYETTE INVESTMENTS, INC.Scott Hathaway Dinn — LAFAYETTE INVESTMENTS, INC.Linda Elizabeth Laprade — LAFAYETTE INVESTMENTS, INC.Robert Adams Noyes — LAFAYETTE INVESTMENTS, INC.Scott Matthew Stroud — LAFAYETTE INVESTMENTS, INC.
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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