Charles WagnerCRD Number: 4630651
Current Firm: Lpl Financial LLC
Charles Wagner (CRD# 4630651) is an Investment Advisor Representative working at Lpl Financial LLC in Greeneville, TN and has over 13 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Signator Investors, Inc.
|Lpl Financial LLC||Greeneville, TN||Jul 2011 - Current||5|
|Edward Jones||St Louis, MO||Jan 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2003|
|S65||NASAA Investment Advisors Law Examination||Jan 2012|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV