Linda Rogers, financial advisor Coronado CA

Linda Rogers

CRD Number: 5532846
Current Firm: Planning Within Reach, LLC

Linda Rogers (CRD# 5532846) is an Investment Advisor Representative working at Planning Within Reach, LLC in Coronado, CA and has 1 year of experience in the finance industry. Linda 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.

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Professional Designations
Company Name Location Dates Years
Planning Within Reach San Diego, CA Jul 2012 - Current 11

Linda Rogers has no recent exams reported.
Contact Info for Linda V. Rogers
Phone Number: 619-567-9306
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $193,745
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, TX

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