Christopher
Wagner

Integrity Wealth Advisors, LLC

CRD#4657062
Investment Advisor
in Ventura, CA

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About this Advisor

Christopher Wagner is a financial advisor based in Ventura, California, working with Integrity Wealth Advisors, LLC. Christopher has previously held positions at Transamerica Financial Advisors, Inc, Wagner Financial, Lpl Financial, LLC, and Integrity Wealth Advisors, LLC. Christopher has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Christopher is part of Integrity Wealth Advisors, LLC, which operates out of Ventura, California. The firm has 2 offices and 14 employees. The firm manages assets totaling $311.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Integrity Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

196 S. Fir St. Suite 140
Ventura, CA 93001

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Integrity Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$311,602,912

CA Average: $7,578,581,321
Total Number of Employees

14

CA Average: 43
Total Number of Accounts

1,599

CA Average: 3,727
Average Account Size

$194,874

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Wagner Work History

2016 - Present (8 years)

Lpl Financial, LLC

2016 - Present (8 years)

Integrity Wealth Advisors, LLC

2013 - 2016 (3 years)

Transamerica Financial Advisors, Inc

2013 - 2016 (3 years)

Wagner Financial

Disclosures

Please visit the SEC profile of Christopher Wagner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrity Wealth Advisors, LLC

Christopher Wagner
Ventura, CA
Laine Miller
Ventura, CA
Stephen Wagner
Ventura, CA
Robert Cheatham
Ventura, CA
Joseph Baroni
Ventura, CA
Douglas Ecker
Ventura, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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