Rick
Rodgers
Rodgers & Associates
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About this Advisor
Rick Rodgers is a financial advisor based in Lancaster, Pennsylvania, working with Rodgers & Associates. Rick has previously held a position at Rodgers & Associates. Rick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Rick is part of Rodgers & Associates, which operates out of Lancaster, Pennsylvania. The firm has 20 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Rodgers & Associates includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rodgers & Associates Brokerage Details
$1,341,661,104
20
3,366
$398,592
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Rick Rodgers Work History
Rodgers & Associates
Disclosures
Please visit the SEC profile of Rick Rodgers 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 Rodgers & Associates
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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