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WEBSTERROGERS FINANCIAL ADVISORS, LLC
WEBSTERROGERS FINANCIAL ADVISORS, LLC
FLORENCE, South Carolina
·
7 registered advisors
·
CRD# 121006
SEC# 801-61500
1
843-665-6321
01
Firm Overview
AUM
$346M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEBSTERROGERS FINANCIAL ADVISORS, LLC
7 registered advisors
Amy Marie Fisher
FLORENCE, South Carolina
CRD# 5301223
Debra Ann Turner
FLORENCE, South Carolina
CRD# 5053222
Frank Mandeville Rogers
FLORENCE, South Carolina
CRD# 4585568
John Joseph Leahey
FLORENCE, South Carolina
CRD# 5053215
Linda Pierce Russell
FLORENCE, South Carolina
CRD# 2205379
Nathan Christopher Love
FLORENCE, South Carolina
CRD# 2945881
William Michael Grady
FLORENCE, South Carolina
CRD# 4585561
05
Office Locations
FLORENCE, South Carolina
7 advisors
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Data sourced from SEC Form ADV filings. WEBSTERROGERS FINANCIAL ADVISORS, LLC (CRD# 121006) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.