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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Royce Wagner is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. based in Jacksonville, North Carolina. Kevin has been in the financial services industry since January 3, 1984. Kevin has experience with a number of firms including Nationwide Securities, LLC, 1717 Capital Management Company, American General Securities Incorporated, MML Investors Services, Inc., and Pruco Securities Corporation. Kevin holds multiple securities licenses including Series 6, 7, 22, 24, 26, 63, 65 and 66. Kevin has a broad range of experience in the financial services industry and is well-equipped to provide financial planning and investment advice.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
05/13/2021 - Present
Cambridge Investment Research Advisors, Inc. (Jacksonville NC)
NC
06/04/2002 - 06/01/2018
NATIONWIDE SECURITIES, LLC (JACKSONVILLE NC)
NC
12/18/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (RALEIGH NC)
AZ
04/05/2001 - 05/07/2002
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
MA
09/28/1999 - 12/09/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
07/28/1983 - 09/10/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/23/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/30/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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