Richard Wagener

Owner & Financial Advisor, Wagener-Lee, LLC

Role: Financial Advisor at Raymond James
Location: Columbia, MD, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Richard Wagener

As the managing partner of Wagener-Lee, LLC and financial advisor, my team and I work…

Experience

Financial Advisor
Raymond James
Jan 1979 — Present

Skills

Asset Allocation
Retirement
Strategic Financial Planning
Financial Planning
Series 7
Wealth
Asset Management
Management
Wealth Management
Financial Advisory
Securities
Estate Planning
Retirement Planning
Finra
Investments
Finance
Tax
Investment Advisory
Nonprofits

Contact information

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Work email
•••••@raymondjames.com
Personal email
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Direct dial
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Current company

Raymond James

Financial Services · 20K employees · Founded 1962 · St. Petersburg, Florida, United States

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

raymondjames.com

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