Advisor at 1st Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
1st Financial LLC
Location
New Port Richey, FL 34655
Credentials
Series 63, Series 66
Industry experience
16 years
Leo Wagner III is an investment advisor at 1st Financial LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at 1st Financial since 2011. In addition to his advisory role, he is an independent insurance agent representing multiple companies for fixed and indexed annuities and life insurance products. 1st Financial LLC provides discretionary portfolio management services to individuals, businesses, charities, and small pension clients. The firm uses a combination of technical and fundamental analysis to manage conservative portfolios tailored to clients’ risk tolerance and goals.
$0 - $100,000: 2% $100,000 - $500,000: 1.5% $501,000 - $1,000,000: 1% $1,000,000+: Negotiable
2144 Seven Springs Blvd, Suite 406
New Port Richey, FL 34655
Florida
1st Financial LLC
2011 - Present (15 years)
BrokersXpress, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®
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Tampa, FL
S.mart Advising Inc
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