Robert
Wagler
Reliant Investment Partners, LLC
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About this Advisor
Robert Wagler is a financial advisor based in Pinehurst, North Carolina, working with Reliant Investment Partners, LLC. Robert has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Emerald Investment Partners, LLC, Wealth & Financial Advocate Group, and Reliant Investment Partners, LLC. Robert has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Robert is part of Reliant Investment Partners, LLC, which operates out of Pinehurst, North Carolina. The firm has 1 office and 6 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
Services Offered
Fee Structure
Office Location
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Reliant Investment Partners, LLC Brokerage Details
$189,621,750
6
921
$205,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Wagler Work History
Reliant Investment Partners, LLC
Wealth & Financial Advocate Group
Emerald Investment Partners, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Robert 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
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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