CW
CW
Christopher Wagner
37 Years of Experience
Milford, NJ
Broker
Christopher Wagner is a registered investment advisor at Raymond James & Associates, INC., based in Milford, NJ, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Milford, NJ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
October 2007 - Present · 18 yrs 7 mos
Raymond James & Associates, INC.
October 2007 - Present · 18 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2007 - Present · 18 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - October 2007 · 1 yr 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2006 - October 2007 · 1 yr 7 mos
Advest, INC.
July 2002 - March 2006 · 3 yrs 8 mos
Advest, INC.Broker
December 1989 - March 2006 · 16 yrs 3 mos
Hibbard Brown & CO., INC.Broker
June 1988 - December 1989 · 1 yr 6 mos
State Registrations27 states
AZCACOCTDEFLGAILINMAMDMIMNMOMTNCNHNJNYOHORPASCTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.