Robert Wagler (CRD# 5619708) is an Investment Advisor Representative working at Reliant Investment Partners, LLC in Pinehurst, NC and has over 15 years of experience in the finance industry.
CRD# 5829233
Stalwart Financial Planning
CRD# 4455033
Charles Schwab & Company, Inc.
CRD# 5377749
Wealthshield Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reliant Investment Partners, LLC | Pinehurst, NC | Jul 2018 - Current | 5 |
| Wealth & Financial Advocate Group | Pinehurst, NC | Sep 2017 - Current | 6 |
| Emerald Investment Partners, LLC | Pinehurst, NC | Sep 2017 - Jun 2018 | < 1 |
| Wells Fargo Clearing Services, LLC | Pinehurst, NC | Nov 2016 - Aug 2017 | < 1 |
| Wells Fargo Advisors LLC | Pinehurst, NC | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- NC
-
Total Assets Under Management190MILLIONS
-
Total Number of Accounts921ACCOUNTS
-
Average Account Value$205,887
- 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
FL, NC, NY, SC, TN, TX
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