Lott RogersCRD Number: 4585762
Current Firm: Axa Advisors, LLC
Lott Rogers (CRD# 4585762) is an Investment Advisor Representative working at Axa Advisors, LLC in Halifax, VA and has over 14 years of experience in the finance industry.
Kristine A. Boelte & Associates, LLC
Cambridge Investment Research Advisors, Inc.
Securities America Advisors, Inc.
|Axa Advisors, LLC||New York, NY||Jul 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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