David
Wagner
Commonwealth Financial Network
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About this Advisor
David Wagner is a financial advisor based in Warrington, Pennsylvania, working with Commonwealth Financial Network. David has previously held positions at Wagner Financial Services, Hd Vest Financial Services, Hhgregg, Hh Gregg, Avantax Investment Services, Inc, and Commonwealth Financial Network. David has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, David is part of Commonwealth Financial Network, which operates out of Warrington, Pennsylvania. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
Commonwealth Financial Network
Wagner Financial Services
Avantax Investment Services, Inc
Hh Gregg
Hd Vest Financial Services
Hhgregg
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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