Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Wagner is an Investment Advisor Representative registered with Goodman Financial Corp. Albert is currently licensed to practice in Texas. Albert has worked in the financial industry since 2013. Previous experience includes working at KPMG, PwC, and Baylor University. Albert holds a Series 65 license, having passed the Uniform Investment Adviser Law Examination in 2023. Albert's professional specializations include Investment Management, Financial Planning, and Portfolio Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
TX
08/02/2023 - Present
Goodman Financial Corp. (Houston TX)
IA
Issued 08/02/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Albert Wagner is the right advisor for you? Invested Better is here to help.
