![Daniel Wagner, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
Daniel Wagner (CRD# 5058729) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Saratoga Springs, NY and has over 18 years of experience in the finance industry.
![Joseph Abed El Latif, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 6091481
The Ayco Company, LP
![Anthony Accetta, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 5123632
Cetera Investment Advisers LLC
![Lawrence Agler, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 1476297
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management | Ballston Lake, NY | Jun 2022 - Current | 2 |
State Farm Insurance | Ballston Lake, NY | Jan 2018 - Current | 6 |
State Farm Vp Management Corp. | Ballston Lake, NY | Jun 2006 - Current | 18 |
State Farm Investment Management Corp. | Ballston Lake, NY | Oct 2018 - Jun 2019 | < 1 |
Dan Wagner Insurance Agency | Ballston Lake, NY | Jun 2006 - Dec 2017 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2005 |
- NY
- VT
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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