Roger Tabler (CRD# 4455752) is an Investment Advisor Representative working at Edward Jones in Gettysburg, PA and has over 21 years of experience in the finance industry.
CRD# 3250909
Founders Financial Securities, LLC
CRD# 4060914
Commonwealth Financial Network
CRD# 5522357
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | May 2021 - Current | 2 |
| Client One Securities, LLC | Leawood, KS | Oct 2018 - May 2021 | 2 |
| Signator Investors, Inc. | Nashville, TN | Oct 2016 - Oct 2018 | 2 |
| Voya Financial Advisors, Inc. | Westminster, MD | Sep 2014 - Oct 2016 | 2 |
| Ing Financial Partners, Inc. | Westminster, MD | Apr 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MD
- PA
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- 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)
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