William Wagner is a CFP-designated registered investment advisor, based in Jacksonville, FL, with 27 years of industry experience.
Location
Jacksonville, FL
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Regulatory History (1)
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Employment Separation After Allegations
July 2024Employment History
Current Registrations
Empower Financial Services, INC.
July 2025 - Present · 10 mos
Empower Financial Services, INC.Broker
July 2025 - Present · 10 mos
Empower Advisory Group, LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - August 2024 · 6 yrs 1 mo
Strategic Advisers LLC
April 2013 - July 2018 · 5 yrs 3 mos
Fidelity Brokerage Services LLCBroker
April 2013 - August 2024 · 11 yrs 4 mos
First Coast Investment Advisory
January 2013 - April 2013 · 3 mos
Ameritas Investment CORP
August 2010 - November 2011 · 1 yr 3 mos
Ameritas Investment CORP.Broker
July 2010 - November 2011 · 1 yr 4 mos
MML Investors Services, INC.
April 2007 - June 2010 · 3 yrs 2 mos
MML Investors Services, INC.Broker
April 2007 - June 2010 · 3 yrs 2 mos
Questar Capital CorporationBroker
January 2007 - April 2007 · 3 mos
MML Investors Services, INC.
July 2004 - December 2006 · 2 yrs 5 mos
MML Investors Services, INC.Broker
January 2004 - January 2007 · 3 yrs
Investacorp, INC.Broker
January 2002 - November 2002 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1998 - March 2002 · 3 yrs 8 mos
American Express Financial Advisors INC.Broker
November 1996 - March 1997 · 4 mos
Ids Life Insurance CompanyBroker
November 1996 - March 1997 · 4 mos
Janney Montgomery Scott INC.Broker
November 1994 - July 1995 · 8 mos
First Montauk Securities CORP.Broker
January 1994 - October 1994 · 9 mos
Hibbard Brown & CO., INC.Broker
September 1992 - December 1992 · 3 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.