Carshon Rodgers (CRD# 4008290) is an Investment Advisor Representative working at Indelible Wealth Group in Berthoud, CO and has over 23 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 6262403
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Indelible Wealth Group | Berthoud, CO | Oct 2017 - Current | 6 |
Belpointe Asset Management, LLC | Greenwich, CT | Jun 2017 - Dec 2017 | < 1 |
Lpl Financial LLC | Greenwood Village, CO | Jul 2011 - Jun 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2000 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- CO
-
Total Assets Under Management120MILLIONS
-
Total Number of Accounts412ACCOUNTS
-
Average Account Value$292,139
- 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
AZ, CA, CO, TX
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