Unclaimed Profile

Susan Lee Connors

RODGERS & ASSOCIATES, LTD.·LANCASTER, Pennsylvania

Clean recordRODGERS & ASSOCIATES, LTD.

2025 LITITZ PIKE, LANCASTER, PA 17601CRD# 4451255Firm CRD# 121700

Profile Verification

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

Identity

Susan Lee Connors · LANCASTER, PA

Registration

CRD #4451255 · RODGERS & ASSOCIATES, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Susan Lee Connors is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with RODGERS & ASSOCIATES, LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RODGERS & ASSOCIATES, LTD.

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at RODGERS & ASSOCIATES, LTD. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4451255

Firm CRD# 121700

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Frequently Asked Questions

What services does Susan Lee Connors offer?

Susan Lee Connors specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Susan Lee Connors's credentials?

Susan Lee Connors is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Lee Connors located?

Susan Lee Connors is based in LANCASTER, Pennsylvania, working with RODGERS & ASSOCIATES, LTD.. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.

How does Susan Lee Connors charge for services?

Susan Lee Connors's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RODGERS & ASSOCIATES, LTD.?

RODGERS & ASSOCIATES, LTD. has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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