Corey Wagner, financial advisor Greenacres FL

Corey Wagner

CRD Number: 872020
Current Firm: Raymond James & Associates, Inc.

Corey Wagner (CRD# 872020) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenacres, FL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James And Associates, Inc. Greenacres, FL Oct 2019 - Current 4
Uber Greenacres, FL May 2017 - Current 6
Lyft Greenacres, FL May 2017 - Current 6
Summit Financial Group Inc. Boca Raton, FL Jun 2017 - Sep 2019 2
Summit Brokerage Services, Inc. Boca Raton, FL Jun 2017 - Sep 2019 2
Cetera Advisor Networks LLC El Segundo, CA Jun 2017 - Sep 2019 2
Questar Capital Corporation Minneapolis, MN Sep 2015 - Apr 2017 1
Questar Asset Management Minneapolis, MN Sep 2015 - Apr 2017 1
Allianz Life Insurance Company Of North America Minneapolis, MN Sep 2015 - Apr 2017 1
Unemployed Greenacres, FL Jan 2015 - Aug 2015 < 1
Euro Pacific Capital N Palm Beach, FL May 2010 - Jan 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S66 NASAA Uniform Combined State Law Examination Nov 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Corey E. Wagner
Phone Number: 727-567-1000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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