Dan Wagner is a registered investment advisor, based in Anderson, SC, with 29 years of industry experience. Dan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
301 South Mcduffie St., Anderson, SC, 29624
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2023Settled
Customer Dispute
August 2023Settled
Other Business ActivitiesSells Insurance
Dan is a sole proprietor of Wagner Wealth Management, LLC and President/Owner of Wealth Management Advisors, LLC and DEW Holdings LLC, all investment-related. Dan also sells life insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Arkadios CapitalBroker
April 2021 - Present · 5 yrs 6 mos
Wealth Management Advisors, LLC
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Triad Advisors LLCBroker
May 2014 - April 2021 · 6 yrs 11 mos
The Investment Center, INC.Broker
January 2007 - May 2014 · 7 yrs 4 mos
Ic Advisory Services, INC.
January 2007 - May 2014 · 7 yrs 4 mos
Uvest Financial Services Group, INC.
January 2005 - January 2007 · 2 yrs
Uvest Financial Services Group, INC.Broker
May 1997 - January 2007 · 9 yrs 8 mos
State Registrations5 states
FLGANCNJSC
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.
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