David Wagner (CRD# 1681562) is an Investment Advisor Representative working at Portfolio Medics, LLC in Claremont, FL and has over 36 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfolio Medics | Bonita Springs, FL | Sep 2022 - Current | 1 |
| Active Investment Management, LLC | Orlando Park, IL | Jun 2016 - Current | 7 |
| Ridgeway Conger Advisory Services Inc. | New Woodstock, NY | Jan 2012 - Aug 2016 | 4 |
| Ridgeway & Conger, Inc. | New Woodstock, NY | Jan 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
- FL
- IL
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Total Assets Under Management500MILLIONS
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Total Number of Accounts2,499ACCOUNTS
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Average Account Value$199,924
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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