Rodger
Isom

Advisors Capital Management, LLC

CRD#6669810
Investment Advisor
in Raleigh, NC

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About this Advisor

Rodger Isom is a financial advisor based in Raleigh, North Carolina, working with Advisors Capital Management, LLC. Rodger has previously held positions at 1St Portfolio Wealth Advisors, Virginia Tech, Marotta Wealth Management, West Financial Services Inc, and Advisors Capital Management. Rodger has passed the Series 65 regulatory exam and is registered to provide services in North Carolina, Tennessee, and Virginia. Currently, Rodger is part of Advisors Capital Management, LLC, which operates out of Raleigh, North Carolina. The firm has 22 offices and 88 employees. The firm manages assets totaling $7.4 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, and educational seminars. The fee structure at Advisors Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4509 Creedmoor Rd Suite 201
Raleigh, NC 27612

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Advisors Capital Management, LLC Brokerage Details

Total Assets Under Management

$7,440,044,457

NC Average: $10,121,009,343
Total Number of Employees

88

NC Average: 92
Total Number of Accounts

12,646

NC Average: 6,978
Average Account Size

$588,332

NC Average: $1,450,417

Investment Advisory Services

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

Rodger Isom Work History

2023 - Present (2 years)

Advisors Capital Management

2020 - 2023 (3 years)

West Financial Services Inc

2018 - 2020 (2 years)

West Financial Services Inc

2016 - 2018 (2 years)

1St Portfolio Wealth Advisors

2015 - 2016 (1 year)

Virginia Tech

2015 - 2015 (< 1 year)

1St Portfolio Wealth Advisors

2015 - 2015 (< 1 year)

Marotta Wealth Management

2013 - 2015 (2 years)

Virginia Tech

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Rodger Isom 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 Advisors Capital Management, LLC

Aaron Robinson
Ridgewood, NJ
Justin Isaac
Aliso Viejo, CA
Brayden Little
Ridgewood, NJ
David Fuchs
Ridgewood, NJ
Felipe Mejia
Ridgewood, NJ
Stephen Cash
Ridgewood, NJ
Michael Knight
Ridgewood, NJ
Matthew Terzian
Ridgewood, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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