Corey Edward Wagner
Investment Adviser Representative at Raymond James & Associates, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Corey Edward Wagner is an investment adviser representative with Raymond James & Associates, Inc. in Chicago, IL, where they have been registered since 2019. They have worked in the securities industry since 1989 and have been registered with 5 firms, including Summit Financial Group Inc and Questar Asset Management, Inc. They have passed 13 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida and Illinois.
Registrations & licenses
- Investment adviser:
- Florida, Illinois
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Questar Capital CorporationSep 2015 – Apr 2017Minneapolis, MN
- Questar Asset ManagementSep 2015 – Apr 2017Minneapolis, MN
- Allianz LIFE Insurance Company OF North AmericaSep 2015 – Apr 2017Minneapolis, MN
- UBERMay 2017 – no end date reportedChicago, IL
- LYFTMay 2017 – no end date reportedChicago, IL
- Summit Financial Group IncJun 2017 – Sep 2019Boca Raton, FL
- Summit Brokerage Services, Inc.Jun 2017 – Sep 2019Boca Raton, FL
- Cetera Advisor Networks LLCJun 2017 – Sep 2019El Segundo, CA
- Raymond James and Associates, IncOct 2019 – no end date reportedChicago, IL
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Raymond James & Associates, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5,717
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Petersburg, FL
- SEC file number:
- 801-10418
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Corey Edward Wagner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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