Heather Rogers, financial advisor Redlands CA
93 score

Heather Rogers

CRD Number: 3141270
Current Firm: Voya Retirement Advisors, LLC

Heather Rogers (CRD# 3141270) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Redlands, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Temecula, CA Sep 2014 - Current 2
Voya Retirement Advisors Temecula, CA Sep 2014 - Current 2
Grapeline Wine Country Shuttle Temecula, CA Sep 2003 - Current 13
Ing Temecula, CA Jul 2012 - Sep 2014 2
Ing Investment Advisors Temecula, CA Jul 2012 - Sep 2014 2
Nationwide Investment Advisors, LLC Columbus, OH Dec 2006 - Jul 2012 5
Nationwide Investment Services Columbus, OH Oct 2000 - Jul 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Aug 2006
Contact Info for Heather M. Rogers
Phone Number: 860-580-2819
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,700
    MILLIONS
  • Total Number of Accounts
    103,298
    ACCOUNTS
  • Average Account Value
    $93,900
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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