24 Mar Richard Wagener Ranked on Barron’s Top 1,200 Financial Advisors List
Columbia, MD – Richard Wagener, Managing Partner at Wagener-Lee, LLC and financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC, was recently named to Barron’s list of the Top 1,200 Financial Advisors. The prestigious 2022 list was published March 11 and draws from all 50 states, plus the District of Columbia.
“It is an absolute honor to be considered among the top financial advisors in my state,” Wagener said. “To be included among such an elite group is humbling.”
Barron’s, a financial outlet published by Dow Jones & Co., produced the listing of distinguished advisors after weighing criteria, such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.*
Wagener, who manages more than $800 million in client assets, offers his clients full wealth management services: personalized portfolio management, tax and estate planning, risk management, and retirement planning.
*Source: Barron’s Top 1,200 Financial Advisors, March 2022. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,186 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.25 trillion.