Reagan Wagner
Reagan Wagner is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
901 NE Loop 410 Suite 100, San Antonio, TX, 78209
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Reagan is involved in numerous business activities, including RLW Marketing, Strategic Financial Concepts, and NFA Wealth Management. These activities include insurance sales, real estate rental, and serving on various boards, taking about 10-20% of his time for insurance sales and a significant portion of his time for Strategic Financial Concepts.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Strategic Financial Concepts, LLC
Previous Registrations
LPL Financial LLC
Mutual Service CorporationBroker
Sutterfield Financial Group, INC.
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations52 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.