Andrew Wagner, financial advisor Denver CO
90 score

Andrew Wagner

CRD Number: 6320778
Current Firm: Personal Capital Advisors Corporation

Andrew Wagner (CRD# 6320778) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has 1 year of experience in the finance industry. Andrew Wagner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Personal Capital Denver, CO Apr 2014 - Current 2
Summit Financial Strategies Columbus, OH Sep 2011 - Mar 2014 2
Unemployed- Full Time Student Granville, OH Apr 2004 - May 2011 7

Andrew Wagner has no recent exams reported.
Contact Info for Andrew T. Wagner
Phone Number: 415-800-5922
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    2,128
    MILLIONS
  • Total Number of Accounts
    16,906
    ACCOUNTS
  • Average Account Value
    $125,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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