Daniel Rodgers (CRD# 2530728) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 29 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1852802
Investment Partners Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Basking Ridge, NJ | Nov 2017 - Current | 6 |
| Prudential Insurance Company Of America | Basking Ridge, NJ | Nov 2017 - Current | 6 |
| Mml Investors Services, LLC | New York, NY | Mar 2017 - Nov 2017 | < 1 |
| Metlife Securities | New York, NY | Oct 2014 - Nov 2017 | 3 |
| Bank Of America, N.a. | Westfield, NJ | Apr 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1994 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- NJ
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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