Gerald Rogers (CRD# 2639833) is an Investment Advisor Representative working at Firethorn Wealth Partners, LLC in Augusta, GA and has over 28 years of experience in the finance industry. Gerald Rogers 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# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chalice Capital Partners, LLC | San Diego, CA | Aug 2018 - Current | 5 |
| Firethorn Wealth Partners, LLC | Augusta, GA | Aug 2018 - Current | 5 |
| South State Bank (formerly: Georgia Bank & Trust) | Augusta, GA | Jul 2010 - Aug 2018 | 8 |
| Lpl Financial LLC | Augusta, GA | Jul 2005 - Aug 2018 | 13 |
| Wealthplan Partners | Augusta, GA | Dec 2015 - Apr 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1995 |
- FL
- GA
- NC
- SC
- TX
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Total Assets Under Management460MILLIONS
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Total Number of Accounts1,843ACCOUNTS
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Average Account Value$249,419
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, GA, NC, PA, SC, TN, TX
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