Brian Wagner is a registered investment advisor, based in Bethlehem, PA, with 26 years of industry experience.
Location
2571 Baglyos Circle, Unit B-27, Bethlehem, PA, 18020
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Brian is the principal of Heritage Holdings of PA LLC, where he sells fixed insurance products, dedicating a few hours per week. He is also a financial advisor at Comprehensive Wealth Strategies, providing insurance sales and advisory services, taking about half of his time.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 states
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