1st Financial LLC
1st Financial LLC (CRD# 159015) is a financial advisory firm headquartered in New Port Richey, FL. They manage $2,500,000 in 39 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts39ACCOUNTS
Average Account Value$64,103
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Leo Wagner (CRD# 2251146) is an Investment Advisor Representative working at 1st Financial LLC in New Port Richey, FL and has over 12 years of experience in the finance industry.