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Douglas Lloyd Rogers

Truist Advisory Services, Inc.

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About Douglas Lloyd Rogers

Douglas Lloyd Rogers is a financial advisor registered with Truist Advisory Services, Inc. Douglas is a Chartered Financial Analyst and has been in the financial services industry for over a decade. Douglas's previous experience includes working with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Douglas is registered with the state of Massachusetts. Douglas specializes in providing financial planning, portfolio management, selection of other advisors, and publication of periodicals. Douglas holds Series 7TO and SIE exams. Douglas is a Trustee for the Friends of Reading Scouting.

Firm Information

Douglas Rogers is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Douglas Rogers’s Registration & Firm History

MA

08/31/2021 - Present

Truist Advisory Services, Inc. (BOSTON MA)

MO

06/04/2021 - 07/21/2021

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 06/04/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Lloyd Rogers.
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