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Dan Wagner
from Wealth Management Advisors, LLC
Dan Wagner is a financial advisor based in South Carolina, Greenville,
with 28 years of experience. Dan currently works for
Wealth Management Advisors, LLC.
Dan maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Dan Wagner works at Wealth Management Advisors, LLC
Wealth Management Advisors, LLC is a financial advisory firm based in Greenville, South Carolina. It currently has approximately $379,471,671 of assets under management and employs about 8 people. Wealth Management Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3 Legacy Park Road, Suite A, Greenville, South Carolina, 29607
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