A complete list of active advisors currently associated with Wagner Loftin Investment Services LLC
Warmer can help you find a great advisor at Wagner Loftin Investment Services LLC or one who fits your needs even better.
Wagner Loftin Investment Services LLC provides investment advisory services to individuals, high net worth clients, trusts, retirement plans and business entities, delivering portfolio management through an advisor‑managed Wealth Management Platform. The firm serves as the portfolio manager for accounts placed on the VISION2020 platform and tailors portfolios based on client goals and risk‑tolerance questionnaires. The firm’s investment process is built around asset allocation and a mix of analytical methods — including fundamental, technical, quantitative, sector and cyclical analysis — with portfolio construction and rebalancing supported by the platform’s optimization tools. Portfolios may include mutual funds, ETFs, equities and derivatives; the firm discloses use of options, margin and other derivatives strategies (including uncovered option writing) in separately managed accounts and employs both long‑ and short‑term trading approaches where appropriate. Notable distinctions include that firm representatives are also registered representatives of Osaic Wealth, Inc. and licensed insurance agents, enabling the sale of commissionable securities and insurance products alongside advisory services, and the firm discloses an ownership interest tied to the broker‑dealer relationship. The firm manages approximately $396 million for about 442 client relationships, uses Pershing as its primary custodian, and describes sweep program, clearing and back‑office arrangements that can create potential conflicts of interest which are disclosed in its brochure.
To learn more about the advisors currently working at Wagner Loftin Investment Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pleasant Hill, CA
| 15
| |
Pleasant Hill, CA
| 24
| |
Pleasant Hill, CA
| 31
| |
Pleasant Hill, CA
| 27
| |
Pleasant Hill, CA
| 33
| |
Pleasant Hill, CA
| 35
|
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