Lucas Rogers (CRD# 6542655) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Coatesville, PA and has over 8 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| T Rowe Price | Owing Mills, MD | Jun 2022 - Current | 1 |
| Ascensus | Dresher, PA | Jan 2021 - May 2022 | 1 |
| Infosys | Malvern, PA | Oct 2020 - Jan 2021 | < 1 |
| The Vanguard Group, Inc. | Malvern, PA | Dec 2015 - Oct 2020 | 4 |
| Randstad | Atlanta, GA | Aug 2015 - Dec 2015 | < 1 |
| The George Washington University Office For Study Abroad | Washington, DC | Jan 2014 - May 2015 | 1 |
| Mcdonalds | Hilltown, PA | Jul 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- MD
- PA
-
Total Assets Under Management2,564MILLIONS
-
Total Number of Accounts7,398ACCOUNTS
-
Average Account Value$346,549
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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