Parker Robert Wagner

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2026 → Present
  Ubs Financial Services Inc.
  Houston, TX
• 05/2023 → 05/2026
  Formentera Operations
  Austin, TX
• 01/2020 → 05/2023
  Appelt Aggieland Visitor Center
  Austin, TX
• 05/2022 → 08/2022
  Formentera Operations
  Austin, TX
• 05/2021 → 08/2021
  Valero Energy Corporation
  Port Arthur, TX
• 05/2020 → 08/2020
  Dynamic Systems
  Austin, TX
• 05/2018 → 07/2019
  Lake Hills Church
  Austin, TX
• 05/2018 → 07/2019
  Austin Boats And Motors
  Austin, TX
• 08/2015 → 05/2019
  Lake Travis High School
  Austin, TX
• 08/2019 → 05/2023
  Texas A&M University
  College Station, TX

Other Businesses

Wagner Film Co NON Investment Related 307 N Cuernavaca Drive APT E, Austin, TX 78733 Wedding Videography Managing Member Founder - October 2025 Hours per month - 10 Hour during trading hours - 0 Record wedding videos with my wife. She does most of the work - I just help record.

Exams

• S66 Uniform Combined State Law Examination
  2026-05-15