19 Mar Richard Wagener Named to Barron’s List of Top 1,200 Financial Advisors
Columbia, MD – Richard Wagener, Managing Partner of Wagener-Lee, LLC located at 5950 Symphony Woods Road, Suite 412, Columbia, MD 21044, was among the Raymond James-affiliated advisors named to the Barron’s list of Top 1,200 Financial Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online March 10, 2025.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 7,669 individual advisors and their firms and include qualitative and quantitative criteria, and 1,200 won. Time period upon which the rating is based is from 09/30/2023 to 09/30/2024 and was released on 03/10/2025.
Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities.
The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating. Barron’s is not affiliated with Raymond James.
To reach Richard Wagener or the advisors at Wagener-Lee, LLC, more information can be found at www.wagenerlee.com or by calling 443-276-9595.
About Barron’s Top 1,200 Financial Advisors
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 7,669 individual advisors and their firms and include qualitative and quantitative criteria, and 1,200 won. Time period upon which the rating is based is from 09/30/2023 to 09/30/2024, and was released on 03/10/2025. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating. Barron’s is not affiliated with Raymond James.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.59 trillion as of Jan. 31, 2025. Additional information is available at raymondjames.com.
Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wagener-Lee, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James is a registered trademark of Raymond James Financial, Inc.