Rodger Johnson (CRD# 1094768) is an Investment Advisor Representative working at Eagle Strategies LLC in Tyler, TX and has over 38 years of experience in the finance industry. Rodger Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5847302
Edward Jones
CRD# 4197193
Raymond James Financial Services Advisors, Inc.
CRD# 1873198
Cetera Investment Advisers LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Dallas, TX | Aug 2008 - Current | 15 |
| Johnson Financial Group, LLC | Tyler, TX | Oct 2006 - Current | 17 |
| Nylife Securities Inc. | Dallas, TX | Sep 1982 - Current | 41 |
| New York Life Insurance Co | Tayler, TX | Jul 1981 - Current | 42 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
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