Rodger Friedman (CRD# 1057765) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Clearwater, FL and has over 41 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Steward Partners Investment Solutions, LLC | Clearwater, FL | May 2022 - Current | 1 |
Rodger Friedman (consulting) | Clearwater, FL | Apr 2019 - Current | 5 |
Steward Partners Investment Advisory, LLC | Clearwater, FL | Jan 2016 - Current | 8 |
Steward Partners Global Advisory LLC | Clearwater, FL | May 2014 - Current | 9 |
Raymond James Financial Services | Bethesda, MD | May 2014 - May 2022 | 8 |
Forging Bonds Of Steel, LLC | Rockville, MD | May 2015 - Jun 2019 | 4 |
Raymond James Financial Services Advisors Inc. | Bethesda, MD | Jun 2014 - Dec 2016 | 2 |
Morgan Stanley Smith Barney | Washington, DC | Jun 2009 - May 2014 | 4 |
Citigroup Global Markets Inc. | Washington, DC | Jul 1993 - May 2014 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1982 |
S65 | NASAA Investment Advisors Law Examination | Apr 1994 |
- FL
- LA
- TX
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- 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
- Selection of other advisers (including private fund managers)
- Other
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, 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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