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Judd W Wagner

Schwab Wealth Advisory, Inc.

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About Judd W Wagner

Judd Wagner is a financial advisor currently registered with Schwab Wealth Advisory, Inc.. Judd has been in the industry since 1996 and has experience with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. Judd has a strong track record of success in the financial services industry and is committed to providing clients with personalized financial advice. Judd holds licenses in both the broker-dealer and investment advisor space and has a strong understanding of a wide range of financial products and services. Judd's expertise and experience allow Judd to provide clients with comprehensive financial planning and investment management services.

Firm Information

Judd Wagner is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Judd Wagner’s Registration & Firm History

AZ

01/11/2021 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

NY

01/09/1997 - 04/11/1997

MURPHEY, MARSEILLES, SMITH & NAMMACK, INC. (NEW YORK NY)

CA

09/19/1995 - 01/09/1997

J.B. OXFORD & COMPANY (SHERMAN OAKS CA)

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Licenses & Designations

BOTH

Issued 11/30/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/23/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Judd W Wagner. Review regulatory record here.
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