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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Michael Rodgers is a financial advisor at The Colony Group, LLC, specializing in various financial services. Christopher has been in the industry since 2017, with experience at several firms, including World Equity Group, Inc., Key Investment Services LLC, and Buckingham Strategic Wealth, LLC. Christopher has a strong track record of providing personalized financial advice and investment management services to a diverse clientele.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
IN
07/02/2024 - Present
THE Colony Group, LLC (INDIANAPOLIS IN)
IN
11/13/2019 - 12/20/2021
WORLD EQUITY GROUP, INC. (ANDERSON IN)
IN
11/22/2017 - 07/18/2019
KEY INVESTMENT SERVICES LLC (ANDERSON IN)
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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