Unclaimed
Rodger Johnson is a financial professional with over 40 years of experience in the financial services industry. Rodger is a Certified Financial Planner and a Chartered Financial Consultant, and is currently registered with Eagle Strategies LLC as an Investment Advisor Representative. Rodger's firm, Eagle Strategies LLC, provides a range of financial advisory services including financial planning, portfolio management for individuals, pension consulting, educational seminars, selection of other advisers and publication of periodicals. The firm's services are primarily offered to individuals and high-net-worth individuals. Rodger has earned his Series 6, 7, 22, 63 and 65 securities licenses. He has also earned the Securities Industry Essentials Examination (SIE) license.
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.
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.
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2
TX
03/06/1997 - Present
Eagle Strategies LLC (TYLER TX)
IA
Issued 2/6/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/9/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/9/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 5/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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