Jim
Wagner
Signal Securities, Inc
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About this Advisor
Jim Wagner is a financial advisor based in Dallas, Texas with a total of 10 years of industry experience. Wagner is an advisor for Signal Securities, Inc. They have been employed by Signal Securities, Inc for all of their career. Wagner maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California, Texas and Virginia. Signal Securities, Inc is a financial advisory business headquartered in Fort Worth, TX. The investment advisory business has offices in 13 locations and a total of 42 advisors. It administers $511 million in total assets among its 1,848 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 1,848 client accounts, 28% are associated with high-net-worth clients who have more than $1 million in investable assets. Signal Securities, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees typically vary depending on the type of services. Fees charged by Signal Securities, Inc may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Signal Securities, Inc Brokerage Details
$510,825,674
42
1,848
$276,421
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jim Wagner Work History
Jim has been registered as a financial advisor for 10 years.*
Signal Securities, 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 Jim 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 Signal Securities, Inc
Dallas, TX
Fort Worth, TX
Amarillo, TX
Fort Worth, TX
Lakeway, TX
Fort Worth, TX
Fort Worth, TX
Milton, GA
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