Lorin
Wagler

Reliant Investment Partners, LLC

CRD#7711607
Investment Advisor
in Pinehurst, NC

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About this Advisor

Lorin Wagler is a financial advisor based in Pinehurst, North Carolina, working with Reliant Investment Partners, LLC. Lorin has previously been a full-time student and has also worked with Reliant Investment Partners, LLC. Lorin has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Lorin is part of Reliant Investment Partners, LLC, which operates out of Pinehurst, North Carolina. The firm has one office and six employees. The firm manages assets totaling $189.6 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 and portfolio management for individuals and small businesses. The fee structure at Reliant Investment Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

293 Olmsted Blvd Suite 11B-4
Pinehurst, NC 28374

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Reliant Investment Partners, LLC Brokerage Details

Total Assets Under Management

$189,621,750

NC Average: $3,625,019,099
Total Number of Employees

6

NC Average: 22
Total Number of Accounts

921

NC Average: 1,917
Average Account Size

$205,887

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Lorin Wagler Work History

2023 - Present (2 years)

Reliant Investment Partners, LLC

2021 - 2023 (2 years)

Reliant Investment Partners, LLC

2019 - 2022 (3 years)

Full Time Student

2012 - 2019 (7 years)

Full Time Student

Created with Highcharts 6.0.7

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

Lorin Wagler
Pinehurst, NC
John Hutchinson
Rockingham, NC
Robert Wagler
Pinehurst, NC

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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