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Financial ADVSR advisor directory · SEC adviser records

Wagener-Lee, LLC financial advisors in Columbia, MD

Every SEC-registered investment adviser representative at a Wagener-Lee, LLC office in Columbia, A to Z.

The short answer

4 registered advisors work at Wagener-Lee, LLC in Columbia, out of 4 at the firm nationwide; it ranks number 25 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.

Wagener-Lee, LLC advisors in Columbia, A to Z

Every Wagener-Lee, LLC advisor →

Wagener-Lee, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Columbia

All Columbia advisors →

Wells Fargo Clearing Services, LLC 63Equitable Advisors, LLC 52Merrill Lynch, Pierce, Fenner & Smith Incorporated 36Ameriprise Financial Services, LLC 16LPL Financial LLC 15Morgan Stanley 14Cetera Investment Advisers LLC 13Raymond James Financial Services Advisors, Inc. 12Baltimore-Washington Financial Advisors 11Strategic Advisers LLC 11MML Investors Services, LLC 9Transamerica Financial Advisors, LLC 7

Questions

How many financial advisors does Wagener-Lee, LLC have in Columbia?

4 investment adviser representatives are registered at Wagener-Lee, LLC offices in Columbia, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.

Is Wagener-Lee, LLC one of the largest advisor employers in Columbia?

Wagener-Lee, LLC ranks number 25 in Columbia by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 63.

How do I check a Wagener-Lee, LLC advisor in Columbia?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wagener-Lee, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.