Keith Wagner (CRD# 6648755) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Doylestown, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | Doylestown, PA | Jan 2021 - Current | 3 |
| Insight Global | King Of Prussia, PA | Jan 2020 - Dec 2020 | < 1 |
| Ursinus College | Collegeville, PA | Aug 2019 - Dec 2019 | < 1 |
| Sea Grill | Avalon, NJ | May 2019 - Jun 2019 | < 1 |
| Ursinus College | Collegeville, PA | Aug 2018 - May 2019 | < 1 |
| Coral Homes | Philadelphia, PA | Jun 2018 - Aug 2018 | < 1 |
| Squires Golf Club | Ambler, PA | Jun 2018 - Aug 2018 | < 1 |
| Ursinus College | Collegeville, PA | Jan 2018 - May 2018 | < 1 |
| Duquesne University | Pittsburgh, PA | Aug 2017 - Dec 2017 | < 1 |
| Maxwell Football Club | Ambler, PA | Jun 2017 - Aug 2017 | < 1 |
| Squires Golf Club | Ambler, PA | Jun 2017 - Aug 2017 | < 1 |
| Duquesne University | Pittsburgh, PA | Aug 2016 - May 2017 | < 1 |
| Morgan Stanley | Doylestown, PA | May 2016 - Aug 2016 | < 1 |
| Duquesne University | Pittsburgh, PA | Jan 2016 - May 2016 | < 1 |
| Stetson University | Deland, FL | Aug 2015 - Dec 2015 | < 1 |
| Lasalle College High School | Wyndmoor, PA | Aug 2014 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- PA
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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