Frederick Wagner
Frederick Wagner is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Doylestown, PA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2003 S. Easton Road, Suite 100, Doylestown, PA, 18901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frederick is the Membership Chair for LeTip of Doylestown, a networking group. He spends minimal time on this activity during and after business hours.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.Broker
State Registrations22 states
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