James RodgersCRD Number: 2808509
Current Firm: Arkadios Wealth Advisors
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.
Worthen Financial Advisors
Cetera Advisors LLC
J.p. Morgan Securities LLC
|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|
Total Assets Under Management1,901MILLIONS
Total Number of Accounts8,185ACCOUNTS
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.