Roger
Colchin

Cetera Investment Advisers LLC

CRD#4119873
Investment Advisor
in Irmo, SC

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About this Advisor

Roger Colchin is a financial advisor based in Irmo, South Carolina, working with Cetera Investment Advisers LLC. Roger has previously held positions at Sides Financial Strategies, Inc, Ing Financial Partners, Inc, Voya Financial Advisors, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Roger has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Roger is part of Cetera Investment Advisers LLC, which operates out of Irmo, South Carolina. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

201 Ministry Dr
Irmo, SC 29063

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

SC Average: $6,674,516,078
Total Number of Employees

6,648

SC Average: 44
Total Number of Accounts

423,554

SC Average: 2,564
Average Account Size

$246,648

SC Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Roger Colchin Work History

2023 - Present (1 year)

Cetera Investment Advisers LLC

2021 - Present (3 years)

Cetera Advisor Networks LLC

1997 - Present (27 years)

Sides Financial Strategies, Inc

2014 - 2021 (7 years)

Voya Financial Advisors

2004 - 2014 (10 years)

Ing Financial Partners, Inc

Disclosures

Please visit the SEC profile of Roger Colchin 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 Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

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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