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Laura Lynn Rodgers

Allegheny Investments, Ltd.

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About Laura Lynn Rodgers

Laura Lynn Rodgers is a registered representative associated with Allegheny Investments, Ltd. Laura is a Series 11 qualified representative with a start date of November 14, 2016. Laura has been in the industry since November 13, 2016. Allegheny Investments, Ltd. is headquartered in Pittsburgh, Pennsylvania and has 29 licensed agents, 40 investment adviser representatives, 74 registered representatives, 49 investment advisory functions, and 27 adviser reps for other investment advisers. Allegheny Investments, Ltd. has a total of 2199 accounts with regulatory assets under management of $530,304,606. Laura's specializations include investment advisory services, broker dealer services, and securities markets.

Firm Information

Laura Rodgers is currently registered with Allegheny Investments, Ltd.. Allegheny Investments, Ltd. is a Pennsylvania-based corporation that has been providing investment advisory services since 1977. The firm manages over $530 million in assets for a variety of clients, including individuals, families, trusts, estates, pension plans, charitable organizations, and corporations. They offer a range of services, including financial planning, portfolio management, and wrap fee programs. The firm is registered with the Securities and Exchange Commission and with all 50 states.
Allegheny Investments, Ltd.

STONE QUARRY CROSSING

PITTSBURGH, PA 15237

$530.30M

Assets Under Management

20

Total Clients

69

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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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.

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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Laura Rodgers’s Registration & Firm History

PA

11/14/2016 - Present

Allegheny Investments, Ltd. (PITTSBURGH PA)

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Licenses & Designations

BC

Issued 11/14/2016

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Lynn Rodgers.
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