Robert WaglerCRD Number: 5619708
Current Firm: Emerald Investment Partners, LLC
Robert Wagler (CRD# 5619708) is an Investment Advisor Representative working at Emerald Investment Partners, LLC in Pinehurst, NC and has over 9 years of experience in the finance industry.
Stalwart Financial Planning
Ameriprise Financial Services, Inc.
Emerald Investment Partners, LLC
|Emerald Investment Partners, LLC||Pinehurst, NC||Sep 2017 - Current||< 1|
|Wells Fargo Clearing Services, LLC||Pinehurst, NC||Nov 2016 - Aug 2017||< 1|
|Wells Fargo Advisors LLC||Pinehurst, NC||May 2009 - Nov 2016||7|
|Wachovia Securities, LLC||Morristown, TN||Nov 2008 - May 2009||< 1|
|Fayetteville Publishing Company||Fayetteville, NC||Aug 2005 - Nov 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
Total Assets Under Management323MILLIONS
Total Number of Accounts1,002ACCOUNTS
Average Account Value$322,162
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
FL, NC, NH, NY, SC, TN, TX, VA, VI
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