Wagener-lee, LLC

Wagener-lee, LLC (CRD# 136002) is a financial advisory firm headquartered in Columbia, MD. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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.

MD

Financial Advisors at Wagener-lee, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Amanda R. Piper
CRD#: 5771949
5950 Symphony Woods Road, Suite 412, Columbia, MD 21044
93
Wealthminder
score

Amanda Piper (CRD# 5771949) is an Investment Advisor Representative working at Wagener-lee, LLC in Columbia, MD and has over 6 years of experience in the finance industry.

2
Michael L. Shipley
CRD#: 1609431
5950 Symphony Woods Road, Suite 412, Columbia, MD 21044
93
Wealthminder
score

Michael Shipley (CRD# 1609431) is an Investment Advisor Representative working at Wagener-lee, LLC in Columbia, MD and has over 17 years of experience in the finance industry.

3
John O. Caswell
CRD#: 6239686
5950 Symphony Woods Road, Suite 412, Columbia, MD 21044
88
Wealthminder
score

John Caswell (CRD# 6239686) is an Investment Advisor Representative working at Wagener-lee, LLC in Columbia, MD and has over 2 years of experience in the finance industry.

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