Brandon Rogers
CRD Number: 5186929Current Firm: United Planners' Financial Services Of America A Limited Partner
Brandon Rogers (CRD# 5186929) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Salisbury, NC and has over 17 years of experience in the finance industry. Brandon Rogers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
CRD# 1876666
Lion Street Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Nov 2019 - Current | 4 |
| Bradshaw Rogers Financial Partners, Inc. | Salisbury, NC | Apr 2017 - Current | 7 |
| Bradshaw Financial Planning | Salisbury, NC | Mar 2017 - May 2023 | 6 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2017 - Nov 2019 | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2017 - Nov 2019 | 2 |
| Lpl | Charlotte, NC | Apr 2013 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- NC
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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