Gary’s Guide to Hiring a Financial Advisor

This useful guide is designed to provide a basic understanding of important aspects of hiring a financial advisor.

In this guide you will learn:

  • The top questions to ask before hiring a financial advisor
  • The difference between a Registered Representative and a Registered Investment Advisor
  • The difference between suitability and fiduciary standards, and which one serves you best
  • 5 secrets most brokers won’t tell you
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Gary P. Wagner

Principal/Chief Operations Officer

Gary currently serves as a Portfolio Advisor and Principal/COO. He works directly with clients to provide investment and strategic wealth advice, sits on Carnegie’s Investment Committee, and manages the firm’s strategic initiatives and operations.

  • Joined Carnegie in 2003
  • Previously worked with the Reserve Management Corp, Schwab Institutional, and Federated Investors
  • Earned his B.S. Finance from Duquesne University and an MBA from Kent State University
  • Works with the Ronald McDonald House of Cleveland as the Finance Committee lead for the Capital Campaign and the Planned Giving Committee
  • Treasurer and Board Member of March of Dimes – Northeast Ohio
  • Member of the Society of Financial Services Professionals Cleveland and the Financial Planning Association
  • Resides in Solon, Ohio with his wife, their daughter, and twin boy and girl

The opinions presented on this site are subject to change without notice in reaction to shifting market conditions. The information provided here is for general informational purposes only, and should not be considered a solicitation to effect transactions in securities, or personalized investment advice. Each investor needs to review an investment strategy and their asset allocation for his or her own particular situation before making any investment decisions.

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