Unclaimed
Rodger Isom is an Investment Advisor Representative registered in North Carolina and Virginia. Rodger is affiliated with Advisors Capital Management, LLC. Rodger is also a Certified Financial Planner. Rodger has been in the industry since 2013 and has experience working with pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth individuals, high-net-worth individuals, charitable organizations, and insurance companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
NJ
10/13/2023 - Present
Advisors Capital Management, LLC (RIDGEWOOD NJ)
IA
Issued 10/07/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Rodger Isom is the right advisor for you? Invested Better is here to help.