Rodger Karl, financial advisor Maineville OH

Rodger Karl

CRD Number: 2048186
Current Firm: Cambridge Investment Research Advisors, Inc.

Rodger Karl (CRD# 2048186) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Maineville, OH and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jan 2014 - Current 10
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2014 - Current 10
Beacon Cove Financial Group Mason, OH Jan 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
Contact Info for Rodger M. Karl
Phone Number: 641-472-5100
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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