David Wagner is a registered investment advisor, based in Jamison, PA, with 9 years of industry experience.
Location
Jamison, PA
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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.
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David works in tax preparation and accounting for Wagner Financial Services, spending about 10-20% of his time on this activity. He also works as a Dash Driver for DoorDash, but this does not take place during business hours.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 11 mos
Cambridge Investment Research Advisors, INC.
June 2025 - Present · 11 mos
Previous Registrations
Commonwealth Financial Network
March 2023 - July 2025 · 2 yrs 4 mos
Commonwealth Financial NetworkBroker
February 2021 - July 2025 · 4 yrs 5 mos
Avantax Investment Services, INC.Broker
November 2016 - February 2021 · 4 yrs 3 mos
State Registrations5 states
CAFLNJPASC
AdvisorBrokerBoth
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
No exam information available for this advisor.