Dan
Wagner
Wealth Management Advisors, LLC
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About this Advisor
Dan Wagner is a financial advisor operating out of Anderson, South Carolina with a total of 9 years of industry experience. Wagner works at Wealth Management Advisors, LLC. During their career, the advisor has held roles at Wealth Management Advisors, LLC, The Investment Center, Inc, Ic Advisory Services, Inc, Wagner Wealth Management, Triad Advisors, Inc and Arkadios Capital. Wagner holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in South Carolina. Wealth Management Advisors, LLC is a company based out of Greenville, SC. It has a total of eight employees. It handles $380 million in total assets among its 1,229 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm provides financial advice to one charities and foundations. Of its 1,229 accounts, 34% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the type of financial services provided. However, fees billed by Wealth Management Advisors, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Management Advisors, LLC Brokerage Details
$379,471,671
8
1,229
$308,765
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
Dan Wagner Work History
Dan has been registered as a financial advisor for 9 years.*
Arkadios Capital
Wealth Management Advisors, LLC
Wagner Wealth Management
Triad Advisors, Inc
The Investment Center, Inc
Ic Advisory Services, Inc
*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 Dan Wagner 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 Wealth Management Advisors, LLC
Greenville, SC
Greenville, SC
Greenville, SC
Greenville, SC
Anderson, SC
Greenville, SC
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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