Marc Stephen Wagner

Current Employers

Employment History

• 10/1987 → 02/2021
  Hd Vest Investment Services, Inc.
  Yardley, PA
• 06/1992 → 02/2021
  Hd Vest Advisory Services
  Yardley, PA
• 05/1992 → 02/2021
  Hd Vest Insurance Agency, Llc
  Yardley, PA
• 02/2021 → 06/2025
  Commonwealth Financial Network
  Waltham, MA
• 02/2021 → Present
  Wagner Financial Services
  Yardley, PA
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-02-01 → 2025-07-08
  Commonwealth Financial Network
  Waltham, MA
  Warrington, PA
  New Hope, PA
• 1992-06-26 → 2021-02-05
  Avantax Advisory Services
  Yardley, PA

Other Businesses

1. MARC S WAGNER, CPA, 1432 Easton Rd 3A, Warrington PA 18976, United States, 06/16/2025, Owner, Tax Services, NIR, 40 HR/MO - 30 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/16/2025

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-02

Designations

Other Names

• Marc Stephen Wagner