Las Cruces, NM Office

Charles Wagner is a CFP® with 32 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. He has been associated with Cambridge Investment Research since 1999. Outside of his advisory role, Wagner is the president of the Sertoma Club of Las Cruces and operates Wagner Financial Services, providing tax preparation and financial counseling to active and retired military personnel. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Melissa Wagner is a financial advisor with Cambridge Investment Research Advisors in Las Cruces, NM, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been affiliated with Cambridge Investment Research since 2017 and operates Wagner Financial Services, LLC. Additionally, she has worked as an independent contractor providing crowd sourcing and transcription services through Amazon Mechanical Turk. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates with financial planning and investment management services delivered by a network of independent professionals. The firm offers a range of portfolio management solutions, including proprietary and third-party strategies, across various platform arrangements tailored to client objectives.