Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cody Wagner is a financial advisor at LPL Financial LLC, located in Knoxville, TN. Daniel is also registered as an investment advisor in Tennessee. Daniel has been in the financial services industry since 2020 and holds both Series 63 and 65 licenses, as well as the Series 6TO and SIE. Daniel specializes in working with individuals, businesses, charitable organizations, and retirement plans. Before joining LPL Financial LLC, Daniel worked at OSAIC WEALTH, INC. and Woodbury Financial Services, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
01/03/2025 - Present
LPL Financial LLC (KNOXVILLE TN)
TN
01/19/2024 - 03/06/2024
OSAIC WEALTH, INC. (KNOXVILLE TN)
TN
02/17/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
IA
Issued 08/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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