Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Thomas Wagner is a financial advisor with over 16 years of experience in the industry. Mark is currently registered with Campbell Wealth Management, Inc. and Captrust in Alexandria, Virginia. Mark has previously been registered with LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Mark has a Series 66, Series 7, and SIE licenses, and is also a Chartered Financial Analyst (CFA). Mark specializes in providing financial planning, portfolio management, and educational workshops for individuals and businesses. Mark is also a member of the CFA Institute.
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.
Informational/educational/motivational workshops
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.
A percentage of the total value of assets under management is charged.
Workshops and seminars
1
2
VA
02/08/2017 - Present
Campbell Wealth Management, Inc. (ALEXANDRIA VA)
VA
06/26/2014 - 10/05/2018
LPL FINANCIAL LLC (ALEXANDRIA VA)
MA
05/29/2012 - 10/23/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELMONT MA)
MA
05/24/2011 - 03/14/2012
WELLS FARGO ADVISORS, LLC (WALTHAM MA)
BOTH
Issued 06/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Wagner is the right advisor for you? Invested Better is here to help.
