Jeffrey Wagner

29 Years of Experience

Chesapeake, VA

2 DisclosuresBroker

Jeffrey Wagner is a registered investment advisor at LPL Financial LLC, based in Chesapeake, VA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

LPL Financial LLC

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

27420 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

505 Independence Pkwy Ste 107, Chesapeake, VA, 23320-5178

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

August 2019

Customer Dispute

January 2004

Settled

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Other Business Activities

Jeffrey is associated with Legder Capital/Properties, a business entity for tax and investment purposes. This activity is investment-related.

Employment History

Previous Registrations

LPL Financial LLC

June 1997 - March 2026 · 28 yrs 9 mos

Exams

No exam information available for this advisor.

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