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RODGERS & ASSOCIATES, LTD.
RODGERS & ASSOCIATES, LTD.
LANCASTER, Pennsylvania
·
7 registered advisors
·
CRD# 121700
SEC# 801-62118
0
717-560-3800
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at RODGERS & ASSOCIATES, LTD.
7 registered advisors
Jessica Lee Rodgers
LANCASTER, Pennsylvania
CRD# 2075777
Mark Abram Eisenberger
LANCASTER, Pennsylvania
CRD# 1940722
Michael Scott Helveston
LANCASTER, Pennsylvania
CRD# 3208618
Patrick Carney
LANCASTER, Pennsylvania
CRD# 4933406
Rick Lee Rodgers
LANCASTER, Pennsylvania
CRD# 1247022
Sandra Horst Skrodinsky
LANCASTER, Pennsylvania
CRD# 2142216
Susan Lee Connors
LANCASTER, Pennsylvania
CRD# 4451255
05
Office Locations
LANCASTER, Pennsylvania
7 advisors
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Data sourced from SEC Form ADV filings. RODGERS & ASSOCIATES, LTD. (CRD# 121700) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.