GREENVILLE, S.C. – Wagner Wealth Management has signed a deal for Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services, to serve as its independent broker dealer. Wagner Wealth Management, which has $260 million in assets under advisement as a registered investment adviser (RIA), chose Triad to support its growth plans, said Dan Wagner, the… Read more »
Herman joins Wagner Wealth Management
GREENVILLE, S.C. – Jeff Herman has recently joined Wagner Wealth Management as an Equity Partner. Herman has more than 25 years of experience in the financial services industry, holding positions of client advisor, sales representative, sales manager and chief distribution officer for various firms including Dreyfus Investments and AXA-Equitable Life Insurance. His most recent position… Read more »
Wagner Wealth Management to open Seneca Office
GREENVILLE, S.C. – Wagner Wealth Management will open its third office in Seneca this week – further expanding the reach of this Upstate firm. “This new office will allow us to better serve our existing clients and build new relationships too,” said Dan Wagner, president of Wagner Wealth. “We are here to help you plan… Read more »