Dan
Wagner
Wealth Management Advisors, LLC
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About this Advisor
Dan Wagner is a financial advisor based in Anderson, South Carolina, working with Wealth Management Advisors, LLC. Dan has previously held positions at Wealth Management Advisors, LLC, Wagner Wealth Management, Triad Advisors, Inc, and Arkadios Capital. Dan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia, New Jersey, North Carolina, and South Carolina. Currently, Dan is part of Wealth Management Advisors, LLC, which operates out of Anderson, South Carolina. The firm has 1 office and 10 employees. The firm manages assets totaling $465.3 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, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealth Management Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Management Advisors, LLC Brokerage Details
$465,312,217
10
1,380
$337,183
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
Arkadios Capital
Wealth Management Advisors, LLC
Wagner Wealth Management
Triad Advisors, Inc
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
Greenville, SC
Greenville, SC
Anderson, SC
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