Lorin
Wagler
Reliant Investment Partners, LLC
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About this Advisor
Lorin Wagler is a financial advisor based out of Pinehurst, North Carolina. Wagler works at Reliant Investment Partners, LLC. The advisor has gained experience at Full Time Student and Reliant Investment Partners, LLC. Wagler has a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in North Carolina. Reliant Investment Partners, LLC is a registered investment company headquartered in Pinehurst, NC. The investment advisory business has a total of six financial advisors. It administers $168 million in total assets between its 898 customer accounts, placing it among the mid-sized firms in the country by assets under management. The firm serves 11 charitable organizations. Of its 898 customer accounts, just 9% belong to high-net-worth investors who have at least $1 million in investable assets. Reliant Investment Partners, LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely are based on which services are provided. Fee types billed by Reliant Investment Partners, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Reliant Investment Partners, LLC Brokerage Details
$168,298,254
6
898
$187,415
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lorin Wagler Work History
Lorin has been registered as a financial advisor for 0 years.*
Reliant Investment Partners, LLC
Reliant Investment Partners, LLC
Full Time Student
Full Time Student
*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 Lorin Wagler 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 Reliant Investment Partners, LLC
Pinehurst, NC
Rockingham, NC
Pinehurst, NC
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