Jeffrey Rogers (CRD# 5645886) is an Investment Advisor Representative working at Bfc Planning, Inc. in New Freedom, PA and has over 14 years of experience in the finance industry.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
CRD# 2281395
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | New Freedom, PA | Oct 2014 - Current | 9 |
| Bfc Planning, Inc. | New Freedom, PA | Oct 2014 - Current | 9 |
| Brokers International Financial Services LLC | Panora, IA | Nov 2011 - Oct 2014 | 2 |
| Rogers Mycfo, LLC | New Freedom, PA | Jul 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2009 |
- PA
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Total Assets Under Management1,839MILLIONS
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Total Number of Accounts8,749ACCOUNTS
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Average Account Value$210,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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