25 Jul Richard Wagener Named to Barron’s List of Top 1,200 Advisors
Columbia, MD – Richard Wagener, Managing Partner of Wagener-Lee, LLC located at 5950 Symphony Woods Road, Columbia, MD 21044, was among the Raymond James-affiliated advisors named to Barron’s list of Top 1,200 Advisors. The list, which recognizes top advisors across the country, was released online March 10, 2023.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 5,630 individual advisors and their firms and include qualitative and quantitative criteria. The time period upon which this rating is based is from 09/30/2021 to 09/30/2022. The factors included in the rankings were: 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. Barron’s is not affiliated with Raymond James.
Wagener, who joined Raymond James in 1979, has more than 49 years of experience in the financial services industry. He offers his clients full wealth management services: personalized portfolio management, tax and estate planning, risk management, and retirement planning.
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.
Barron’s Top 1,200 Financial Advisors 2023 is based on the period from 09/30/2021 – 09/30/2022 and was released on 03/15/2023. 5,630 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.raymondjames.com/award-disclosures/#2023-barrons-top-1200
About Raymond James
Raymond James Financial, Inc. (our parent company), (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.17 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
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