Roger Chudde (CRD# 1616542) is an Investment Advisor Representative working at Rightwealth Advisors, LLC in Dayton, OH and has over 37 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rightwealth Advisors, LLC | Dayton, OH | May 2019 - Current | 4 |
| Cantella & Company, Inc. | Boston, MA | Apr 2018 - Current | 6 |
| Invest Capital Partners | Springboro, OH | Apr 2017 - Apr 2019 | 2 |
| Harbor Financial Services, LLC | Dayton, OH | Mar 2017 - Mar 2018 | 1 |
| Wells Fargo Advisors Financial Network LLC | Dayton, OH | Mar 2011 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1987 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1994 |
- OH
-
Total Assets Under Management166MILLIONS
-
Total Number of Accounts656ACCOUNTS
-
Average Account Value$253,616
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NC, OH
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