Janet Rodgers (CRD# 7326531) is an Investment Advisor Representative working at Primerica Advisors in Richland, WA and has over 3 years of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investment Inc. | Richland, VA | Jan 2021 - Current | 3 |
Primerica Financial Services | Richland, VA | Apr 2020 - Current | 4 |
Jlr Interiors | Richland, WA | Mar 2003 - Current | 21 |
Spencer Carlson | Kennewick, WA | Aug 2019 - Sep 2021 | 2 |
Numerica Cu | Kennewick, WA | Feb 2018 - Oct 2018 | < 1 |
Homestreet Bank | Kennewick, WA | Sep 2015 - Feb 2018 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2021 |
S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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