Mark Wagner is a CFA-designated registered investment advisor, based in Alexandria, VA, with 18 years of industry experience.
Location
330 John Carlyle Street, Suite 400, Alexandria, VA, 22314
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
December 2024 - Present · 1 yr 5 mos
Captrust
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Madison Avenue Securities, LLCBroker
October 2018 - December 2024 · 6 yrs 2 mos
Campbell Wealth Management, INC.
February 2017 - March 2025 · 8 yrs 1 mo
LPL Financial LLCBroker
June 2014 - October 2018 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2012 - October 2013 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2012 - October 2013 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
May 2011 - March 2012 · 10 mos
Wells Fargo Advisors, LLC
April 2011 - March 2012 · 11 mos
Wayne Hummer Asset Management Company
August 2006 - September 2008 · 2 yrs 1 mo
Wagner Investment Management, LLC
April 2004 - January 2007 · 2 yrs 9 mos
State Registrations1 state
VA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.