Christian Wagner (CRD# 2095048) is an Investment Advisor Representative working at Equitable Advisors, LLC in Warminster, PA and has over 33 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors LLC | New York, NY | Oct 2022 - Current | 1 |
Penn Investment Advisors, Inc. | Doylestown, PA | Jun 2014 - Mar 2024 | 9 |
Purshe Kaplan Sterling | Albany, NY | Apr 2021 - Sep 2022 | 1 |
Penn Community Bank | Perkasie, PA | May 2014 - Sep 2022 | 8 |
Pts Brokerage, LLC | Yardley, PA | May 2018 - Apr 2019 | < 1 |
Eagleview Securities Inc. | Doylestown, PA | Jul 2014 - May 2016 | 1 |
Eagleview Capital | Doylestown, PA | May 2014 - May 2016 | 2 |
Longview Capital Management, LLC | Wilmington, DE | Jun 2008 - Mar 2016 | 7 |
First Savings Securities Inc. | Doylestown, PA | Jul 2014 - Jan 2015 | < 1 |
Longview Finanical | Mount Laurel, NJ | May 2008 - Jun 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1990 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
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.
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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