CW
CW

Christopher Bryan Wagner

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
823 clients
Average Client Portfolio
$334K average
Assets Under Management
$274.9M

Fee Structure

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Location

196 S. Fir St., Suite 140, Ventura, CA, 93001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christopher sells life and health insurance, dedicating about 10-20% of his time to this activity. He also operates under several DBAs, including Wagner Financial and Integrity Wealth Advisors, LLC, and provides administrative services, spending a significant amount of time on these investment-related activities. Christopher also owns a short-term vacation rental property, requiring minimal time.

Employment History
Current Registrations
Integrity Wealth Advisors, LLC
January 2016 - Present · 10 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
January 2016 - June 2020 · 4 yrs 5 mos
Transamerica Financial Advisors, INC.
August 2014 - February 2016 · 1 yr 6 mos
Transamerica Financial Advisors, INCBroker
October 2013 - February 2016 · 2 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.