Roger Doty, financial advisor Statesboro GA
93 score

Roger Doty

CRD Number: 3059440
Current Firm: Wells Fargo Advisors, LLC

Roger Doty (CRD# 3059440) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Statesboro, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Statesboro, GA May 2009 - Current 7
Wachovia Securities, LLC Statesboro, GA Nov 2006 - May 2009 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Statesboro, GA May 1998 - Nov 2006 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 1998
Contact Info for Roger M. Doty
Phone Number: 314-875-3000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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