Rick RodgersCRD Number: 1247022
Current Firm: Rodgers & Associates
Rick Rodgers (CRD# 1247022) is an Investment Advisor Representative working at Rodgers & Associates in Lancaster, PA and has over 33 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Girard Securities, Inc.||Lancaster, PA||Sep 2002 - Current||15|
|Rodgers & Associates||Lancaster, PA||Dec 1996 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
|S65||NASAA Investment Advisors Law Examination||Oct 1992|
- Customer Dispute
Total Assets Under Management644MILLIONS
Total Number of Accounts2,497ACCOUNTS
Average Account Value$257,783
- 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
CA, FL, NC, NJ, NY, PA, VA