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Parker Wagner

3 Years of Experience
Holladay, UT
BrokerSells Insurance

Parker Wagner is a registered investment advisor, based in Holladay, UT, with 3 years of industry experience.

Location

3115 East Lion Lane, Suite 160, Holladay, UT, 84121

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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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Other Business ActivitiesSells Insurance

Parker is an officer/director at Valued Wealth Advisors (RIA), spends minimal time on outside insurance, is a passive member of Wagnec LLC, an independent contractor for Vision Real Estate, an employee at Interwise Tax, an employee at Interwise (DBA for Valued Wealth Advisors), and an owner of Tech by Parker. Parker dedicates nearly full-time hours to Valued Wealth Advisors.

Employment History
Current Registrations
Chauner Securities, INC.Broker
October 2023 - Present · 2 yrs 6 mos
Interwise
November 2022 - Present · 3 yrs 5 mos
Previous Registrations
Independent Financial Group, LLC
July 2022 - July 2023 · 1 yr
Independent Financial Group, LLCBroker
April 2022 - July 2023 · 1 yr 3 mos
State Registrations2 states
UTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Parker Wagner - Financial Advisor | TrueAdvisor