Brian WagnonCRD Number: 5918409
Current Firm: Hart Capital Management, Inc.
Brian Wagnon (CRD# 5918409) is an Investment Advisor Representative working at Hart Capital Management, Inc. in Spokane, WA and has over 5 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Cetera Investment Services LLC||St Cloud, MN||Jan 2015 - Current||1|
|Cetera Investment Advisers LLC||Spokane, WA||Jan 2015 - Current||1|
|Cb Finanicla/intermountain Community Bank||Spokane, WA||Jul 2013 - Current||3|
|Merrill Lynch||Spokane, WA||Apr 2011 - Jul 2013||2|
|Wells Fargo Bank||Spokane, WA||Jul 2006 - Apr 2011||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management295MILLIONS
Total Number of Accounts419ACCOUNTS
Average Account Value$703,324
- A percentage of assets under your management
- 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
CA, ID, MT, NV, OR, SC, WA