CATHY A. WAGNER, CFP, RIA

Phone

727-789-3691

Fax

727-786-5162

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

5 total employees; 2 advisory reps

Clients

101-250

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-07

Disciplinary history

No