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Tedda Joy Rogers

Charles Schwab & CO., Inc.

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About Tedda Joy Rogers

Tedda Joy Rogers is a financial advisor with over 25 years of experience in the industry. Tedda Joy Rogers is currently registered with Charles Schwab & Co., Inc. and has previously held positions at USAA FINANCIAL ADVISORS, INC. and ING FINANCIAL PARTNERS, INC.. Tedda Joy Rogers holds Series 7, 24, 63 and 65 licenses, as well as the SIE exam. Tedda Joy Rogers specializes in providing financial planning services and acts as a wrap fee program sponsor. In addition to Tedda Joy Rogers's financial advisory work, Tedda Joy Rogers is also a real estate owner.

Firm Information

Tedda Rogers is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Tedda Rogers’s Registration & Firm History

AZ

05/26/2020 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

AZ

03/10/2009 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

10/22/1996 - 02/20/2009

ING FINANCIAL PARTNERS, INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 09/10/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Tedda Joy Rogers. Review regulatory record here.
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