Unclaimed Profile

Terry Rodgers

CHARTER INVESTMENT ADVISORS INC·ORLANDO, Florida

Series 65Clean record37 years registeredCHARTER INVESTMENT ADVISORS INC

5956 TURKEY LAKE RD., ORLANDO, FL 32819-4202CRD# 2101678Firm CRD# 104872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Terry Rodgers · ORLANDO, FL

Registration

CRD #2101678 · CHARTER INVESTMENT ADVISORS INC · 37 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHARTER INVESTMENT ADVISORS INC

SIGNATURE RESOURCES LLC

Feb 2024 – May 2025

FUQUAY VARINA, NC

CHARTER INVESTMENT ADVISORS INC

Jan 1989 – Oct 2014

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 18, 1989

Years registered · 37

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHARTER INVESTMENT ADVISORS INC

CRD 104872 · SEC 801-33360

AUM

$47M

Regulatory assets under management

Employees

234 client accounts

Services offered by CHARTER INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHARTER INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Terry Rodgers offer?

Terry Rodgers specializes in Financial Planning, Investment Management, Wealth Management.

What are Terry Rodgers's credentials?

Terry Rodgers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terry Rodgers located?

Terry Rodgers is based in ORLANDO, Florida, last registered with CHARTER INVESTMENT ADVISORS INC.

How does Terry Rodgers charge for services?

Terry 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.

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