Charles Wagner
Charles Wagner is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Las Cruces, NM, with 32 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
2455 Missouri Ave, Ste A, Las Cruces, NM, 88001
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2001Other Business ActivitiesSells Insurance
Charles is an independent insurance agent, the president of the Sertoma Club, and an agent for Spence Asset Management. He also owns Wagner Financial Services LLC, providing tax preparation and financial counseling, and is a speaker on financial management topics, as well as an advisory representative of a RIA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Spence Asset Management
Raymond James Financial Services, INC.Broker
State Registrations16 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.