Kevin Wagner
Kevin Wagner is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Jacksonville, NC, with 42 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
207 Western Boulevard, Jacksonville, NC, 28546
Get directionsHistory
Regulatory History (2)
Criminal
July 2012Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Kevin is an advisory representative of a RIA, spending a few hours per week. He is also the President of Best Rates for Insurance the Wagner Group Inc, focusing on insurance, benefits, and human resources, which takes minimal time. Additionally, Kevin is the manager of PAW Investments LLC, holding real estate and investments, dedicating minimal time, and an Investment Advisor Representative at Arrowstar Financial Inc, spending a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Nationwide Securities, LLC
1717 Capital Management Company
1717 Capital Management CompanyBroker
Nationwide Securities, LLCBroker
American General Securities IncorporatedBroker
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.