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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodger? Claim Your ProfileRodger Dale Jordan is a financial advisor in Grants Pass, Oregon, with over 24 years of experience in the financial services industry. He has been associated with LPL Financial LLC since November 1998. Rodger Jordan has a broad range of experience in the financial services industry, having held previous roles with PFS Investments Inc. He holds a Certified Financial Planner designation. His areas of specialization include portfolio management for businesses, portfolio management for individuals, pension consulting, financial planning, and consulting and other non-discretionary advisory services. Rodger Jordan is registered to provide investment advice in Arizona, California, Colorado, Florida, Idaho, Illinois, Nevada, New Mexico, North Carolina, Oregon, Utah, and Washington.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
05/16/2007 - Present
LPL Financial LLC (GRANTS PASS OR)
GA
02/23/1998 - 11/16/1998
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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