Vincent Robertson Wagner
CFP®Professional Summary
Vincent Robertson Wagner, CFP®, who also goes by VIncent Wagner, was a registered financial advisor. Vincent was a previously registered financial professional and started their career in finance 2008 - 2023. Vincent had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Vincent Wagner
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Credentials
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
WAGNER SERVICES LLC
Contact Information
Main Address
Amherst, NYPhone Number
(716) 341-4467# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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