Susan RogersCRD 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.
Marotta Wealth Management, Inc.
Chase Investment Counsel Corporation
Cypress Financial Planning
|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|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
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