Reagan Wagner
Reagan Wagner is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, with 25 years of industry experience. Reagan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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