Stephen
Wagner
Integrity Wealth Advisors, LLC
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About this Advisor
Stephen Wagner is a certified financial planner operating in Ventura, California with a total of 7 years of industry experience. Wagner is currently employed by Integrity Wealth Advisors, LLC. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, Transamerica Financial Resources, Inc, Lpl Financial, LLC and Integrity Wealth Advisors, Inc. Wagner has a Series 63 license, designating them as a securities agent, and is registered to advise clients in California and Texas. Integrity Wealth Advisors, LLC is a firm that has its headquarters in Ventura, CA. It has offices in two locations and a total of 15 advisors. It has $307 million in assets between its 1,540 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 1,540 client accounts, 28% belong to high-net-worth clients who have at least $1 million in assets available to invest. The company offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely vary depending on which services are provided. However, fee types billed by Integrity Wealth Advisors, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrity Wealth Advisors, LLC Brokerage Details
$307,036,398
15
1,540
$199,374
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Stephen Wagner Work History
Stephen has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Integrity Wealth Advisors, Inc
Transamerica Financial Advisors, Inc
Transamerica Financial Resources, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen 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
Ventura, CA
Porter Ranch, CA
Ventura, CA
Ventura, CA
Ventura, CA
Ojai, CA
Ventura, CA
Ventura, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
