AdvisorOS Directory
Claim Profile
RR

Richard Allen Rodgers

CHARTER INVESTMENT ADVISORS INC·ORLANDO, Florida
Unclaimed Profile
5956 TURKEY LAKE RD., ORLANDO, FL 32819-4202CRD# 4345734Firm CRD# 104872
01

About

Richard Allen Rodgers is a registered financial advisor based in ORLANDO, Florida, affiliated with CHARTER INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CHARTER INVESTMENT ADVISORS INC
CHARTER INVESTMENT ADVISORS INC
AUM
$47M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CHARTER INVESTMENT ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETAINER FEES AND SPECIAL SERVICE FEES
Regulatory
SEC/IARD CRD# 4345734
Firm CRD# 104872
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ORLANDO?

Browse all registered financial advisors in ORLANDO, Florida or claim this profile if it's yours.

Browse ORLANDO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Richard Allen Rodgers offer?
Richard Allen Rodgers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORLANDO, Florida for a consultation.
What are Richard Allen Rodgers's credentials?
Richard Allen Rodgers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Allen Rodgers located?
Richard Allen Rodgers is based in ORLANDO, Florida, working with CHARTER INVESTMENT ADVISORS INC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.
How does Richard Allen Rodgers charge for services?
Richard Allen Rodgers's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer fees and special service fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARTER INVESTMENT ADVISORS INC?
CHARTER INVESTMENT ADVISORS INC has approximately 1 employees and manages $47M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CHARTER INVESTMENT ADVISORS INC

Lance C Hope-Gill
ORLANDO, FL
Renee & Lance C Hope-Gill
ORLANDO, FL
Terry Rodgers
ORLANDO, FL

More Advisors in ORLANDO, Florida

Mills Allen Riddick
CEREDEX VALUE ADVISORS LLC·ORLANDO, FL
Phillip Haydn Connors
VALUE FINANCIAL ADVISERS, INC.·ORLANDO, FL
Catherine Jolly Hyder
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC·ORLANDO, FL
Christopher John Caputo
INTEGRITY FIXED INCOME MANAGEMENT, LLC·ORLANDO, FL
Christopher Neal Yandell
YANDELL INVESTMENTS, LLC·ORLANDO, FL
Daniel Brian Moisand
MOISAND FITZGERALD TAMAYO, LLC·ORLANDO, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)SARASOTA (172)JACKSONVILLE (170)FORT LAUDERDALE (162)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile