Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Andrew Linder is a financial advisor at LPL Financial LLC. Roger has over 25 years of experience in the financial services industry and holds the Series 7, Series 63, and SIE licenses. Roger has specialized in providing financial planning and investment management services to individuals, families, and businesses. Roger has been registered with LPL Financial LLC since 2007. Previously, Roger was employed by XCU Capital Corporation, Inc. and Gunnallen Financial, Inc. Roger is also a Certified Financial Planner.
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
TX
10/18/2007 - Present
LPL Financial LLC (PLANO TX)
TX
10/04/2005 - 09/12/2007
XCU CAPITAL CORPORATION, INC. (RICHARDSON TX)
FL
07/07/2004 - 05/27/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
TX
08/23/2002 - 06/18/2004
OXFORD FINANCIAL GROUP (HOUSTON TX)
CT
09/01/2000 - 05/09/2001
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
AZ
09/22/1994 - 09/05/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BC
Issued 10/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Roger Linder is the right advisor for you? Invested Better is here to help.
