Meagan Rogers (CRD# 5882691) is an Investment Advisor Representative working at Fsa Wealth Management, LLC in Needham, MA and has 1 year of experience in the finance industry. Meagan 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# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Strategy Associates, Inc. | Needham, MA | Oct 2018 - Current | 5 |
| Commonwealth Financial Network | Waltham, MA | Jan 2011 - Aug 2018 | 7 |
- MA
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Total Assets Under Management414MILLIONS
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Total Number of Accounts905ACCOUNTS
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Average Account Value$457,687
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, MA, NH, NY, RI, TX
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