David
Wagner
Commonwealth Financial Network
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About this Advisor
David Wagner is a financial advisor based out of Warrington, Pennsylvania. Wagner is currently employed by Commonwealth Financial Network. The advisor has gained experience at Wagner Financial Services, Hd Vest Financial Services, Hhgregg, Hh Gregg, Davis Honda, Avantax Investment Services, Inc and Commonwealth Financial Network. Wagner maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Commonwealth Financial Network is a financial advisory company that has its headquarters in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 employees. It manages $146 billion in assets across its 585,629 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees largely vary depending on the type of financial services. However, fee types charged by Commonwealth Financial Network likely consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Wagner Work History
David has been registered as a financial advisor for 0 years.*
Commonwealth Financial Network
Wagner Financial Services
Avantax Investment Services, Inc
Hh Gregg
Hd Vest Financial Services
Davis Honda
Hhgregg
*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 David 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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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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