Rockford Stites (CRD# 4429330) is an Investment Advisor Representative working at Rockford Group Investment Advisor in Carmel, IN and has over 10 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockford Group Insurance, LLC | Fortville, IN | Mar 2024 - Current | < 1 |
| Rockford Group LLC | Fortville, IN | Jan 2022 - Current | 2 |
| Rockford Group LLC | Fortville, IN | Nov 2021 - Current | 2 |
| Rockford Stites, Sole Proprietor | Fortville, IN | Jul 2001 - Current | 22 |
| Innovation Partners, LLC | Charlotte, NC | Feb 2022 - Sep 2022 | < 1 |
| Primerica Advisors | Parker City, IN | Jul 2018 - Feb 2022 | 3 |
| Pfs Investments Inc. | Parker City, IN | Feb 2014 - Feb 2022 | 8 |
| Primerica Financial Services | Parker City, IN | Oct 2012 - Feb 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- IN
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts68ACCOUNTS
-
Average Account Value$75,000
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IN
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