Rebecca Wagner (CRD# 6183629) is an Investment Advisor Representative working at Clarkston Capital Partners, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry. Rebecca Wagner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5338348
Primerica Advisors
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarkston Capital Partners, LLC | Scottsdale, AZ | Feb 2021 - Current | 3 |
| Ironwood Investment Counsel | Scottsdale, AZ | Jun 2017 - Jan 2021 | 3 |
| Indiana University Bloomington | Bloomington, IN | Aug 2013 - Jun 2017 | 3 |
- MI
- TX
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Total Assets Under Management6,695MILLIONS
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Total Number of Accounts2,124ACCOUNTS
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Average Account Value$3,152,027
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, LA, MA, MI, MN, NC, NJ, NV, NY, OH, OR, PA, SD, TX, VA, WA, WI
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