Judd Wagner
Judd Wagner is a registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 30 years of industry experience. Judd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
8040 South 48th Street, Phoenix, AZ, 85044
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Regulatory History (1)
Customer Dispute
December 2003Other Business Activities
Judd owns rental properties in Chandler, AZ, since 2020, which he inherited and intends to rent out. He also manages a bank account for a minor's retail business, spending minimal time on each activity.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Murphey, Marseilles, Smith & Nammack, INC.Broker
J.B. Oxford & CompanyBroker
State Registrations53 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.