Roger Bigelow, financial advisor Modesto CA
93 score

Roger Bigelow

CRD Number: 4499112
Current Firm: H.d. Vest Advisory Services, Inc.

Roger Bigelow (CRD# 4499112) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Modesto, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Modesto, CA Oct 2006 - Current 10
H.d. Vest Investment Services Modesto, CA Aug 2006 - Current 10
Laguna Financial Modestor, CA Aug 2006 - May 2008 1
H&r Block Financial Advisors, Inc. Modesta, CA Nov 2001 - Aug 2006 4
H&r Block Modesto, CA Sep 2000 - Aug 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for Roger D. Bigelow
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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