Christian Wagner
Christian Wagner is a registered investment advisor at Equitable Advisors, LLC, based in Warminster, PA, with 25 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
601 Louis Drive, Warminster, PA, 18974
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2008Employment Separation After Allegations
May 2008Other Business Activities
Christian serves on the Emeritus Board of Directors for Admiral Farragut Academy and is a member of the advisory board for Facecake Marketing Technologies. He is also a partner in Longview Capital Management LLC, which is used for personal investments with another individual, and uses his Pennadvisors email to conduct Equitable business.
Employment History
Current Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Pts Brokerage, LLCBroker
Penn Investment Advisors, INC.
Penn Investment Advisors, INC.
Eagleview Securities, INCBroker
First Savings Securities, INC.Broker
Unified Financial Securities, INC.Broker
Longview Capital Management LLC
Evolve Securities, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Commerce Capital Markets, INC.
Commerce Capital Markets, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations12 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.