Broker Check

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

Bill Wagner, AAMS®
LPL Financial Consultant
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                                                                                                                                                                  Phone: 310.643.2136

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