Roger Harrelson (CRD# 3165621) is an Investment Advisor Representative working at Avantax Advisory Services in Columbia, SC and has over 25 years of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Roger W. Harrelson, Cpa, LLC | Cayce, SC | Jul 2011 - Current | 12 |
| Roger W. Harrelson, Cpa, LLC | Cayce, SC | Jul 2011 - Current | 12 |
| Harrelson Financial Group, LLC | Columbia, SC | Jan 2005 - Current | 19 |
| Avantax Insurance Agency LLC | West Columbia, SC | Oct 1999 - Current | 24 |
| Avantax Investment Services, Inc. | West Columbia, SC | Jul 1999 - Current | 24 |
| Hkl & Associates, LLC | Columbia, SC | Jan 2003 - Oct 2022 | 19 |
| Roger W. Harrelson, Cpa, LLC | West Columbia, SC | Jul 2011 - Oct 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- SC
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, VT, WA, WI, WV, WY
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