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Lorin Noelle Wagler

Reliant Investment Partners, LLC

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About Lorin Noelle Wagler

Lorin Noelle Wagler is an Investment Advisor Representative associated with Reliant Investment Partners, LLC. Lorin has been in the industry for over 3 years and specializes in providing financial planning and portfolio management services to individuals, corporations and charitable organizations. Lorin obtained their Series 65 license on February 21, 2023, and is registered with the state of North Carolina.

Firm Information

Lorin Wagler is currently registered with Reliant Investment Partners, LLC. Reliant Investment Partners, LLC is an investment advisor based in PINEHURST, NC, United States. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm manages approximately $189.6 million in assets for 921 accounts. They have 2 licensed agents and 3 investment adviser representatives.
Reliant Investment Partners, LLC

293 OLMSTED BLVD

PINEHURST, NC 28374

$189.62M

Assets Under Management

Not reported

Total Clients

3

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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lorin Wagler’s Registration & Firm History

NC

03/16/2023 - Present

Reliant Investment Partners, LLC (PINEHURST NC)

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Licenses & Designations

IA

Issued 02/21/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lorin Noelle Wagler.
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