Websterrogers Financial Advisors, LLC

Websterrogers Financial Advisors, LLC (CRD# 121006) is a financial advisory firm headquartered in Florence, SC. They manage $233,221,841 in 523 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    523
    ACCOUNTS
  • Average Account Value
    $445,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Websterrogers Financial Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
John J. Leahey
CRD#: 5053215
1411 Second Loop Road, Florence, SC 29505
96
Wealthminder
score

John Leahey (CRD# 5053215) is an Investment Advisor Representative working at Websterrogers Financial Advisors, LLC in Florence, SC and has over 17 years of experience in the finance industry. John Leahey 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.

2
Linda P. Russell
CRD#: 2205379
1411 Second Loop Road, Florence, SC 29505
96
Wealthminder
score

Linda Russell (CRD# 2205379) is an Investment Advisor Representative working at Websterrogers Financial Advisors, LLC in Florence, SC and has over 25 years of experience in the finance industry. Linda Russell 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.

3
Jessica R. Carney
CRD#: 4585450
1411 Second Loop Road, Florence, SC 29505
93
Wealthminder
score

Jessica Carney (CRD# 4585450) is an Investment Advisor Representative working at Websterrogers Financial Advisors, LLC in Florence, SC and has over 15 years of experience in the finance industry.

4
Debra A. Turner
CRD#: 5053222
1411 Second Loop Road, Florence, SC 29502
93
Wealthminder
score

Debra Turner (CRD# 5053222) is an Investment Advisor Representative working at Websterrogers Financial Advisors, LLC in Florence, SC and has over 18 years of experience in the finance industry.

5
Amy F. Urquhart
CRD#: 5301223
1411 Second Loop Road, Florence, SC 29505
90
Wealthminder
score

Amy Urquhart (CRD# 5301223) is an Investment Advisor Representative working at Websterrogers Financial Advisors, LLC in Florence, SC and has 1 year of experience in the finance industry. Amy Urquhart 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.

6
Frank M. Rogers
CRD#: 4585568
1411 Second Loop Road, Florence, SC 29505
87
Wealthminder
score

Frank Rogers (CRD# 4585568) is an Investment Advisor Representative working at Websterrogers Financial Advisors, LLC in Florence, SC and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.