William
Wagner
Summit Financial, LLC
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About this Advisor
William Wagner is a financial advisor based in Fair Oaks, California, working with Summit Financial, LLC. William has previously held positions at Wagner Wealth Management, Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Acqhire Staff, Inc, Summit Financial, LLC, Purshe Kaplan Sterling Investments, and Golden One Staffing. William has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California and New Jersey. Currently, William is part of Summit Financial, LLC, which operates out of Fair Oaks, California. The firm has 40 offices and 236 employees. The firm manages assets totaling $8.0 billion 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 Summit Financial, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Financial, LLC Brokerage Details
$8,015,765,521
236
13,712
$584,580
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
Summit Financial, LLC
Purshe Kaplan Sterling Investments
Golden One Staffing
Acqhire Staff, Inc
Wagner Wealth Management
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
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.
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