James Rodgers (CRD# 2808509) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Angleton, TX and has over 26 years of experience in the finance industry.
CRD# 4928336
Worthen Financial Advisors
CRD# 2416929
Cetera Advisors LLC
CRD# 5403538
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Capital | Atlanta, GA | Oct 2021 - Current | 1 |
| Arkadios Wealth Advisors | Atlanta, GA | Oct 2021 - Current | 1 |
| The Oak Financial Group | Angleton, TX | Feb 2009 - Current | 14 |
| Sagepoint Financial | Angleton, TX | Nov 2013 - Sep 2021 | 7 |
| Securities America, Inc. | Angleton, TX | Sep 2013 - Nov 2013 | < 1 |
| Securities America Advisors, Inc. | Angleton, TX | Sep 2013 - Nov 2013 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Feb 2009 - Sep 2013 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- TX
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Total Assets Under Management1,901MILLIONS
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Total Number of Accounts8,185ACCOUNTS
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Average Account Value$232,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, CA, CO, DE, FL, GA, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY
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