Mary Wagner
Mary Wagner is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wayne, PA, with 25 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1107 W. Valley Rd, Wayne, PA, 19087
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2015Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Mary is the owner/financial professional at Valley Creek Advisors, an advisory representative of a RIA at CIRA, and an independent insurance agent. She also owns rental real estate, is an educator/author/speaker for SOFAUSA, and a board member for both the American Swedish Historical Museum and Emergency Aid of PA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Summit Group Retirement Planners, INC.
Private Advisor Group, LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
PNC Brokerage CORPBroker
State Registrations13 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.