Carlos WagnerCRD Number: 1374696
Current Firm: Prudential Financial Planning Services
Carlos Wagner (CRD# 1374696) is an Investment Advisor Representative working at Prudential Financial Planning Services in Muskogee, OK and has over 30 years of experience in the finance industry.
H.d. Vest Advisory Services, Inc.
Voya Financial Advisors, Inc.
Stifel, Nicolaus & Company, Incorporated
|The Prudential Insurance Company Of America||Muskogee, OK||May 1985 - Current||32|
|Pruco Securities,llc||Muskogee, OK||May 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1987|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management5,161MILLIONS
Total Number of Accounts41,530ACCOUNTS
Average Account Value$124,275
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY