Joel RogersCRD Number: 5504630
Current Firm: Charles Schwab & Company, Inc.
Joel Rogers (CRD# 5504630) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Portland, OR and has over 10 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Charles Schwab Bank||Portland, OR||Mar 2016 - Current||2|
|Charles Schwab & Company, Inc.||Portland, OR||Mar 2008 - Current||10|
|Green Light Go Music Publicity||Ferndale, MI||Dec 2010 - Jan 2016||5|
|Vows In Ashes (band)||Leander, TX||Jul 2004 - Jan 2016||11|
|Schwab Retirement Plan Services Company||Austin, TX||Apr 2009 - Jan 2010||< 1|
|401k Company||Austin, TX||Mar 2008 - Apr 2009||1|
|United Parcel Service||Austin, TX||Oct 2007 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
|S63||Uniform Securities State Law Examination||Apr 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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