Susan Rogers, financial advisor Charlottesville VA
93 score

Susan Rogers

CRD Number: 5389087
Current Firm: Raymond James Financial Services Advisors, Inc.

Susan Rogers (CRD# 5389087) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charlottesville, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Charlottesville, VA Jun 2014 - Current 2
Raymond James Financial Services Advisors Inc. Charlottesville, VA Jun 2014 - Current 2
Union First Market Bank Charlottesville, VA May 2014 - Current 2
Union Investment Services Charlottesville, VA Jun 2013 - Current 3
Cetera Investment Advisers LLC Charlottesville, VA Jan 2014 - Jun 2014 < 1
Cetera Investment Services LLC St. Cloud, MN Nov 2012 - Jun 2014 1
Stellarone Bank Charlottesville, VA Oct 2012 - May 2014 1
Wells Fargo Advisors LLC Columbia, SC Jul 2007 - Sep 2012 5
Wachovia Bank, N.a. Richmond, VA Jan 2006 - Apr 2012 6
Wachovia Securities, LLC Richmond, VA Jan 2008 - Apr 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Susan J. Rogers
Phone Number: 727-567-5877
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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