Mark
Rodgers
Rodgers Brothers, Inc
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About this Advisor
Mark Rodgers is a financial advisor working out of Harmony, Pennsylvania, with a total of 7 years of industry experience. Rodgers is an advisor for Rodgers Brothers, Inc. Over the course of their career, they have held roles at Rodgers Brothers Inc. Rodgers holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Rodgers Brothers, Inc is a registered investment business based in Harmony, PA. The firm has offices in two locations and a total of 17 employees. It oversees $673 million in total assets across its 829 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm provides services to six charities and foundations. Of its 829 accounts, 51% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Rodgers Brothers, Inc offers a set of services, including portfolio management for individuals and small businesses and portfolio management for investment companies. Fees charged by financial advisors are based on which services are offered. Fees charged by Rodgers Brothers, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rodgers Brothers, Inc Brokerage Details
$672,882,553
17
829
$811,680
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Mark Rodgers Work History
Mark has been registered as a financial advisor for 7 years.*
Rodgers Brothers Inc
Rodgers Brothers Inc
*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 Mark Rodgers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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