Company Overview
- Headquarters
- 3478 Buskirk Ave Ste 333, Pleasant Hill CA
- Website
- wlisinvest.com
- Phone
- (925) 930-****
- Employees
- 1
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5231 - Securities and Commodity Contracts Intermediation and Brokerage
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services621 - Security Brokers, Dealers, and Flotation Companies
Financials & Stats
Revenue
$3B
Who is Wagner Loftin Investment Services
Wagner Loftin Investment Services is an independent Investment Advisory firm headquartered in Pleasant Hill, California. As a small business with four employees, Wagner Loftin Investment Services has built a successful track record over the past 25 years, generating revenue of $2.5 million annually. The firm specializes in providing a comprehensive suite of investment advisory and financial consulting services tailored to the unique needs of individual investors, families, business owners, and corporations. Their approach emphasizes building strong personal relationships, upholding the highest ethical standards, and delivering exceptional customer service. Wagner Loftin Investment Services distinguishes itself through its commitment to objective guidance and personalized financial planning. They strive to empower their clients with the knowledge and tools necessary to make informed investment decisions and achieve their long-term financial goals. To learn more about Wagner Loftin Investment Services and their range of services, visit their website at wlisinvest.com.
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| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 3 | Urban Honolulu, HI | ||
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| 3M | 6 | Dallas, TX | 2014 | |
| 3M |