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).

Current Firm Details
2144 Seven Springs Blvd, Suite 406, New Port Richey, FL 34655
http://1stfinancialwm.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at 1st Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Leo Wagner, financial advisor New Port Richey FL
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 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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