Wagner Loftin Investment Services LLC

Wagner Loftin Investment Services LLC (CRD# 109770) is a financial advisory firm headquartered in Pleasant Hill, CA. They manage $419,035,457 in 1,007 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    419
    MILLION
  • Total Number of Accounts
    1,007
    ACCOUNTS
  • Average Account Value
    $416,123
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, TX, WA

Financial Advisors at Wagner Loftin Investment Services LLC
Showing 1 - 7 of 7 top financial advisors.
1
Thomas M. Artz
CRD#: 6548945
3478 Buskirk Ave., Ste. 333, Pleasant Hill, CA 94523

Thomas Artz (CRD# 6548945) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 8 years of experience in the finance industry.

2
Sheena A. Culp
CRD#: 5549809
3478 Buskirk Ave., Suite 308, Pleasant Hill, CA 94523

Sheena Culp (CRD# 5549809) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 12 years of experience in the finance industry.

3
Gerald G. Guintu
CRD#: 4173908
3478 Buskirk Avenue, Suite 308, Pleasant Hill, CA 94523

Gerald Guintu (CRD# 4173908) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 22 years of experience in the finance industry.

4
Jill A. Guintu
CRD#: 2590790
3478 Buskirk Avenue, Suite 308, Pleasant Hill, CA 94523

Jill Guintu (CRD# 2590790) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 29 years of experience in the finance industry.

5
Mark C. Loftin
CRD#: 2221091
3478 Buskirk Avenue, Suite 333, Pleasant Hill, CA 94523

Mark Loftin (CRD# 2221091) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 29 years of experience in the finance industry.

6
Steve D. Loftin
CRD#: 2262113
3478 Buskirk Avenue, Suite 308, Pleasant Hill, CA 94523

Steve Loftin (CRD# 2262113) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 31 years of experience in the finance industry.

7
Ronald J. Wagner
CRD#: 2109102
3478 Buskirk Avenue, Suite 308, Pleasant Hill, CA 94523

Ronald Wagner (CRD# 2109102) is an Investment Advisor Representative working at Wagner Loftin Investment Services LLC in Pleasant Hill, CA and has over 33 years of experience in the finance industry.

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