Neil
Rago

Archer Investment Corporation

CRD#6923222
Investment Advisor
in Valparaiso, IN

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About this Advisor

Neil Rago is a financial advisor based in Valparaiso, Indiana with 5 years of industry experience. Rago is an advisor for Archer Investment Corporation. Over the course of their career, Rago has held roles at Archer Investment Corporation, Gatlin Rago Cpa Group LLC and Ernst & Young. Rago maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Indiana. Archer Investment Corporation is an advisory business based in Carmel, IN. It has offices in 84 locations and a total of 87 financial advisors. It controls $603 million in total assets among its 3,815 customer accounts, placing it among the larger firms in the country by assets under management. Of its 3,815 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Archer Investment Corporation offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Fees for financial management vary depending on which services the firm provides the client. Fees billed by Archer Investment Corporation typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

1608 E Lincolnway Suite D
Valparaiso, IN 46383

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Archer Investment Corporation Brokerage Details

Total Assets Under Management

$602,923,205

IN Average: $1,347,246,178
Total Number of Employees

87

IN Average: 46
Total Number of Accounts

3,815

IN Average: 1,775
Average Account Size

$158,040

IN Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Neil Rago Work History

Neil has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Archer Investment Corporation

2015 - Present (9 years)

Gatlin Rago Cpa Group LLC

2011 - 2015 (4 years)

Ernst & Young

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Neil Rago to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Archer Investment Corporation

Barbara Hollis
Carmel, IN
Sanjay Asija
Barrington, IL
Jonathan Loc
Rosemead, CA
Mason Heyde
Carmel, IN
James Ogan
Carmel, IN
Gabriel Cena
Woodland Hills, CA
Thomas Faulconer
Carmel, IN
Neil Rago
Valparaiso, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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