Broker Check

1440 Rosecrans Ave.
Manhattan Beach, CA 90266

Kinecta Wealth Management

800.854.9846 ext.6

 
Bill Wagner, AAMS®LPL Financial AdvisorCA Insurance License #0B84720

Bill Wagner, AAMS®
LPL Financial Advisor
CA Insurance License #0B84720

Serving Goleta

Bill possesses over 20 years of experience in the financial services industry. Bill’s strong financial background includes a Master’s degree in Business Management and a designation as an Accredited Asset Management Specialistâ„ . Bill is dedicated to providing sound financial guidance to Kinecta members. He accomplishes this by helping members develop a financial plan through education and understanding. Bill guides his clients through decisions regarding retirement, tax-advantage investing and estate planning. He looks forward to providing you with outstanding customer service and working with you in pursuing your financial goals.

Bill holds the following registrations through LPL Financial: Series 7 and 63

Bill is registered for Securities in the following states: AZ, CA, CO, FL, GA, HI, ID, MD, NC, NV, NY, OR, SC, TX, WA

Sales Assistant                                                                                                                  Francesca Basa                                                                                fbasa@kinectafinancial.org                                                                                            Phone: 805.685.3748

Check the background of this investment professional on FINRA’s BrokerCheck.