Gregory WagnerCRD Number: 5480915
Current Firm: Citizens Securities, Inc.
Gregory Wagner (CRD# 5480915) is an Investment Advisor Representative working at Citizens Securities, Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Mcmahon Financial Advisors, LLC
|Cco Investment Services Corp.||York, PA||Dec 2011 - Current||6|
|Edward Jones||Hanover, PA||Jan 2008 - Dec 2011||3|
|Unemployed||Hanover, PA||Oct 2007 - Jan 2008||< 1|
|J. A. Myers Homes, Inc.||Hanover, PA||Apr 2007 - Oct 2007||< 1|
|Toll Brothers, Inc.||Columbia, MD||Apr 2003 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV