Roger CalhounCRD Number: 1309117
Current Firm: Ameriprise Financial Services, Inc.
Roger Calhoun (CRD# 1309117) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Winston Salem, NC and has over 25 years of experience in the finance industry.
Nfp Advisor Services, LLC
Ameriprise Financial Services, Inc.
Horter Investment Management, LLC
|American Express Financial Advisors Inc.||Greensboro, NC||Jan 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1991|
|S65||NASAA Investment Advisors Law Examination||Jun 1996|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV