William
Wagner
Summit Financial, LLC
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About this Advisor
William Wagner is a certified financial planner operating in Fair Oaks, California. Wagner is an employee of Summit Financial, LLC. The advisor has gained experience at Wagner Wealth Management, Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Acqhire Staff, Inc, Golden One Staffing and Summit Financial, LLC. Wagner holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in California and New Jersey. Summit Financial, LLC is an advisory business that has its headquarters in Parsippany, NJ. The investment advisory business has offices in 22 locations and a total of 226 advisors. It manages $6 billion in assets under management across its 11,930 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 11,930 customer accounts, 20% belong to high-net-worth individuals who have more than $1 million in assets. Summit Financial, LLC offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely are based on which services the firm provides the client. However, fees charged by Summit Financial, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$6,154,141,421
226
11,930
$515,854
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
William Wagner Work History
William has been registered as a financial advisor for 0 years.*
Summit Financial, LLC
Golden One Staffing
Acqhire Staff, Inc
Wagner Wealth Management
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
*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 William 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 Summit Financial, LLC
Parsippany, NJ
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Parsippany, NJ
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Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
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.
