Kyle WagnerCRD Number: 5941923
Current Firm: Wells Fargo Advisors Financial Network, LLC
Kyle Wagner (CRD# 5941923) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Hazleton, PA and has over 4 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Msi Financial Services, Inc.
Ameriprise Financial Services, Inc.
|Wells Fargo Advisors Financial Network, LLC||Hazelton, PA||Aug 2015 - Current||2|
|Gwn Securities Inc.||Palm Beach Gardens, FL||May 2013 - Aug 2015||2|
|Lebanon Valley College||Annville, PA||Aug 2010 - May 2014||3|
|Wells Fargo Advisors Financial Network, LLC||Hazleton, PA||Jun 2011 - May 2013||1|
|Belltower Books||Annville, PA||Dec 2011 - Dec 2011||< 1|
|Hazleton Area High School||Hazleton, PA||Aug 2007 - Jun 2010||2|
|Bishop Hafey Junior/senior High School||Hazleton, PA||Aug 2004 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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