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).
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Total Assets Under Management419MILLION
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Total Number of Accounts1,007ACCOUNTS
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Average Account Value$416,123
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, LA, TX, WA
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.
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.
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.
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.
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.
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.
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.