16 Apr Richard Wagener Named to Barron’s List of Top 1,200 Financial Advisors
Columbia, MD – Richard Wagener, Managing Partner of Wagener-Lee, LLC located at 5950 Symphony Woods Road, Suite 412, Columbia, MD 21044, was among the Raymond James-affiliated advisors named to the Barron’s list of Top 1,200 Financial Advisors. The list, which recognizes top advisors across the country, was released online March 11, 2024.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,595 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2022 to 09/30/2023, and was released on 03/11/2024. 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.
Wagener, who joined Raymond James in 1979, has more than 50 years of experience in the financial services industry. He offers his clients full wealth management services: personalized portfolio management, tax and estate planning, risk management, and retirement planning.
To reach Richard Wagener or the advisors at Wagener-Lee, LLC, more information can be found at www.wagenerlee.com or by calling 443-276-9595.
About Barron’s Top 1,200 Financial Advisors
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,595 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2022 to 09/30/2023, and was released on 03/11/2024. 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
Raymond James Financial, Inc. (NYSE: RJF), is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.37 trillion as of December 31, 2023. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
© 2024 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.
© 2024 Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services, Inc. Wagener-Lee, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.