Andrew Rogers (CRD# 6450581) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marion, IL and has over 9 years of experience in the finance industry.
CRD# 6435912
Edward Jones
CRD# 5589427
Alliance Wealth Advisors
CRD# 4719621
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rogers Strategic Wealth | Marion, IL | Apr 2023 - Current | 1 |
| Royal Alliance | Goreville, IL | Mar 2019 - Current | 5 |
| The Ink Spot | Goreville, IL | Jan 2015 - Current | 9 |
| Alliance Wealth Management | Carbondale, IL | Mar 2015 - Jan 2019 | 3 |
| Southern Trust Bank | Goreville, IL | Apr 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
| S63 | Uniform Securities State Law Examination | May 2019 |
- IL
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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