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Dan Edward Wagner

WEALTH MANAGEMENT ADVISORS, LLC·GREENVILLE, South Carolina
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3 LEGACY PARK ROAD, GREENVILLE, SC 29607CRD# 2867278Firm CRD# 171260
01

About

Dan Edward Wagner is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with WEALTH MANAGEMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTH MANAGEMENT ADVISORS, LLC
WEALTH MANAGEMENT ADVISORS, LLC
AUM
$465M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WEALTH MANAGEMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2867278
Firm CRD# 171260
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dan Edward Wagner offer?
Dan Edward Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Dan Edward Wagner's credentials?
Dan Edward Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dan Edward Wagner located?
Dan Edward Wagner is based in GREENVILLE, South Carolina, working with WEALTH MANAGEMENT ADVISORS, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Dan Edward Wagner charge for services?
Dan Edward Wagner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT ADVISORS, LLC?
WEALTH MANAGEMENT ADVISORS, LLC has approximately 10 employees and manages $465M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENVILLE
Patricia Balentine — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Christopher A. Jones — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Ralph Bryan Barany — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Tod Joel Robinson — PLANFIRST INCWilliam Henley Shawcross — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
Nearby cities in South Carolina
CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
CHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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