Mark Thomas Wagner

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 10/2018
  Lpl Financial, Llc
  Alexandria, VA
• 06/2014 → 12/2024
  Campbell Wealth Management
  Alexandria, VA
• 10/2018 → 12/2024
  Madison Avenue Securities, Llc
  San Diego, CA
• 12/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 12/2024 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2017-02-08 → 2025-03-28
  Campbell Wealth Management, Inc.
  Alexandria, VA
• 2012-05-29 → 2013-10-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winchester, MA
  Belmont, MA
  Belmont, MA
  Malden, MA
  Arlington, MA
  Malden, MA
  Arlington, MA
• 2011-04-18 → 2012-03-14
  Wells Fargo Clearing Services, Llc
  Waltham, MA
• 2006-08-25 → 2008-09-09
  Great Lakes Advisors, Llc
  Chicago, IL
• 2004-04-06 → 2007-01-16
  Wagner Investment Management, Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2011-06-10

Designations

• Chartered Financial Analyst