Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Vincent Meadors is a financial advisor with Smith Anglin Financial, LLC based in DALLAS, TX. Roger has 8 years of experience in the financial services industry and has been registered with the state of Texas since 2017. Roger specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. He is also a Certified Financial Planner. Prior to joining Smith Anglin Financial, LLC, Roger worked for Purshe Kaplan Sterling Investments, Inc. and LPL FINANCIAL LLC.
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.
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.
Consulting
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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TX
10/25/2017 - Present
Smith Anglin Financial, LLC (DALLAS TX)
TX
11/02/2017 - 03/08/2019
PURSHE KAPLAN STERLING INVESTMENTS (DALLAS TX)
TX
10/09/2012 - 08/14/2017
LPL FINANCIAL LLC (GARLAND TX)
TX
11/04/2010 - 05/04/2011
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 10/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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