Susan Rogers (CRD# 5389087) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Charlottesville, VA and has over 16 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlantic Union Financial Consultants, Llc/aub Wealth Management | Charlottesville, VA | Mar 2021 - Current | 3 |
| Atlantic Union Bank | Charlottesville, VA | May 2019 - Current | 4 |
| Atlantic Union Financial Consultants | Charlottesville, VA | Jun 2017 - Current | 6 |
| Raymond James Financial Services, Inc. | Charlottesville, VA | Jun 2014 - Current | 9 |
| Raymond James Financial Services Advisors Inc. | Charlottesville, VA | Jun 2014 - Current | 9 |
| Union Investment Services | Charlottesville, VA | Jun 2013 - Current | 10 |
| Union First Market Bank | Charlottesville, VA | May 2014 - May 2019 | 5 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
- VA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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