Eva Wagner, financial advisor Gainesville FL
93 score

Eva Wagner

CRD Number: 4514035
Current Firm: Valic Financial Advisors, Inc.

Eva Wagner (CRD# 4514035) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Gainesville, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Jacksonville, FL Jun 2013 - Current 3
Hornor Townsend & Kent Inc. Horsham, PA Apr 2011 - Jun 2013 2
Penn Mutual Life Ins Co Horsham, PA Apr 2011 - Jun 2013 2
Lpl Financial Corporation Ocala, FL Sep 2008 - Feb 2011 2
Banc Of America Investment Services, Inc. Ocala, FL Sep 2005 - Sep 2008 3
Banc Of America Insurance Services, Inc. Ocala, FL Sep 2005 - Sep 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S66 NASAA Uniform Combined State Law Examination Aug 2003
Contact Info for Eva D. Wagner
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, 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, MT, 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
93
Clean Record
This advisor has a clean track record with regulators.

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