James Rodgers (CRD# 2808509) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Angleton, TX and has over 27 years of experience in the finance industry.
CRD# 4928336
Worthen Financial Advisors
CRD# 2416929
Cetera Investment Advisers LLC
CRD# 6940755
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | Oct 2021 - Current | 2 |
| Arkadios Wealth Advisors | Atlanta, GA | Oct 2021 - Current | 2 |
| The Oak Financial Group | Angleton, TX | Feb 2009 - Current | 15 |
| Sagepoint Financial | Angleton, TX | Nov 2013 - Sep 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- TX
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Total Assets Under Management2,681MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$2,681,123,534
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY
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