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Robert Jay Wagler

Reliant Investment Partners, LLC

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About Robert Jay Wagler

Robert Jay Wagler is an Investment Advisor Representative with Reliant Investment Partners, LLC. Robert Jay has been in the industry since 2009. Robert Jay is registered with the state of North Carolina. Robert Jay has a Series 7, Series 66, and SIE exam. Reliant Investment Partners, LLC is a Registered Investment Advisor (RIA) headquartered in Pinehurst, NC. The firm provides financial planning and portfolio management services to a variety of clients. The firm manages approximately $189,621,750 in assets.

Firm Information

Robert 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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Robert Wagler’s Registration & Firm History

NC

10/19/2018 - Present

Reliant Investment Partners, LLC (PINEHURST NC)

NC

01/12/2009 - 09/05/2017

WELLS FARGO CLEARING SERVICES, LLC (PINEHURST NC)

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Licenses & Designations

BOTH

Issued 01/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Jay Wagler.
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