Corey Wagner, financial advisor Boca Raton FL
61 score

Corey Wagner

CRD Number: 872020
Current Firm: Summit Financial Group Inc.

Corey Wagner (CRD# 872020) is an Investment Advisor Representative working at Summit Financial Group Inc. in Boca Raton, FL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Brokerage Services, Inc. Boca Raton, FL Jun 2017 - Current < 1
Summit Financial Group Inc. Boca Raton, FL Jun 2017 - Current < 1
Uber Greenacres, FL May 2017 - Current < 1
Lyft Greenacres, FL May 2017 - Current < 1
Questar Capital Corporation Minneapolis, MN Sep 2015 - Apr 2017 1
Questar Asset Management Minneapolis, MN Sep 2015 - Apr 2017 1
Allianz Life Insurance Company Of North America Minneapolis, MN Sep 2015 - Apr 2017 1
Unemployed Greenacres, FL Jan 2015 - Aug 2015 < 1
Euro Pacific Capital N Palm Beach, FL May 2010 - Jan 2015 4
Unemployed Lake Worth, FL Mar 2009 - Apr 2010 1
Ladenburg Thalmann & Company Inc. Boca Raton, FL Jul 2003 - Mar 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S66 NASAA Uniform Combined State Law Examination Nov 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Corey E. Wagner
Phone Number: 561-338-2600
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,800
    MILLIONS
  • Total Number of Accounts
    27,685
    ACCOUNTS
  • Average Account Value
    $137,241
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
61

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