Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rodgers is an investment advisor representative for TLG Advisors, Inc. David has over 25 years of experience in the financial services industry. David holds Series 7, 24, 63, and 65 licenses as well as the SIE designation and is a Certified Financial Planner. David works with a variety of clients, including individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. David provides a range of financial planning and advisory services, including portfolio management, retirement planning, and college savings. David is dedicated to helping clients achieve their financial goals.
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.
Placement of institutional funds
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.
1
2
CO
12/04/2019 - Present
TLG Advisors, Inc. (LITTLETON CO)
OH
04/06/2010 - 01/09/2019
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
AR
12/03/1997 - 04/01/2010
HORNOR, TOWNSEND & KENT, INC. (CROSSETT AR)
MO
11/03/1994 - 12/02/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 03/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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