1st Financial LLC

1st Financial LLC (CRD# 159015) is a financial advisory firm headquartered in New Port Richey, FL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at 1st Financial LLC
Showing 1 - 1 of 1 top financial advisors.
Leo C. Wagner
CRD#: 2251146
2144 Seven Springs Blvd, Suite 406, New Port Richey, FL 34655

Leo Wagner (CRD# 2251146) is an Investment Advisor Representative working at 1st Financial LLC in New Port Richey, FL and has over 13 years of experience in the finance industry.

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