Joel Rogers, financial advisor Portland OR
93 score

Joel Rogers

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Portland, OR Mar 2016 - Current < 1
Charles Schwab & Company, Inc. Portland, OR Mar 2008 - Current 8
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
Progressive Insurance Austin, TX May 2002 - Oct 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
S63 Uniform Securities State Law Examination Apr 2008
Contact Info for Joel S. Rogers
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, VI, 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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