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Sharon D Wagoner

Argus Investors' Counsel, Inc.

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About Sharon D Wagoner

Sharon Wagoner is an investment advisor representative with Argus Investors' Counsel, Inc. She has been with the firm since December 1991. Sharon holds the Series 65, Uniform Investment Adviser Law Examination, which she passed in November 1995. Sharon has a proven track record of success in helping her clients achieve their financial goals. She is committed to providing her clients with personalized service and sound investment advice.

Firm Information

Sharon Wagoner is currently registered with Argus Investors' Counsel, Inc.. Argus Investors' Counsel, Inc. is a New York-based investment advisor with 6 Investment Adviser Representatives and 5 Investment Advisory Functions. The firm manages approximately $164,146,702 in regulatory assets under management for 286 accounts, primarily for individuals, other investment advisors, and charitable organizations. The firm provides portfolio management for individuals and businesses.
Argus Investors' Counsel, Inc.

61 BROADWAY

NEW YORK, NY 10006-2761

$164.15M

Assets Under Management

21

Total Clients

6

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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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.

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please see the "miscellaneous" section of schedule d.

Please see the "miscellaneous" section of schedule d.

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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Sharon Wagoner’s Registration & Firm History

CT

01/02/1996 - Present

Argus Investors' Counsel, Inc. (STAMFORD CT)

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Licenses & Designations

IA

Issued 11/08/1995

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sharon D Wagoner.
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