Keith Wagner
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James & Associates, Inc.Jan 2021 to now
- Insight GlobalJan 2020 to Dec 2020
- Ursinus CollegeAug 2019 to Dec 2019
- Sea GrillMay 2019 to Jun 2019
- Ursinus CollegeAug 2018 to May 2019
- Coral HomesJun 2018 to Aug 2018
- Squires Golf ClubJun 2018 to Aug 2018
- Ursinus CollegeJan 2018 to May 2018
- Duquesne UniversityAug 2017 to Dec 2017
- Maxwell Football ClubJun 2017 to Aug 2017
- Squires Golf ClubJun 2017 to Aug 2017
- Duquesne UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6648755
- Firm CRD
- 705