Christopher Wagner
Christopher Wagner is a registered investment advisor at UBS Financial Services INC., based in Reno, NV, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
6900 S. Mccarran Blvd., Reno, NV, 89509
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business Activities
Christopher is a managing member of Long Lake LLC. He also serves in an advisory role to the College of Business at San Francisco State University, attending a few meetings per year and mentoring students. Christopher owns passive residential rental property and works with the property manager to approve tenant applications and expenses.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Lehman Brothers INC.
Lehman Brothers INC.Broker
J.P. Morgan Securities INC.Broker
Lewco Securities CORP.Broker
Hambrecht & Quist LLCBroker
State Registrations27 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.