BW
CFP
BW
CFP

Brian Christopher Wagnon

11 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fixed/Hourly
Firm Size
53 advisors
Number of Clients
12,392 clients
Average Client Portfolio
$312K average
Assets Under Management
$3.9B

Fee Structure

Financial Planning:Included in AUM fee
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Location

400 East Pratt Street, 8th Floor, Baltimore, MD, 21202

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Facet
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
DBA Hart Capital Management, INC.
August 2018 - September 2020 · 2 yrs 1 mo
DBA Hart Capital Management, INC.
July 2016 - December 2017 · 1 yr 5 mos
Cetera Investment Services LLCBroker
February 2015 - April 2016 · 1 yr 2 mos
Cetera Investment Advisers LLC
January 2015 - April 2016 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2011 - February 2013 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - February 2013 · 1 yr 8 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.