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David Rodenberg
33 Years of Experience
Charleston, SC
1 DisclosureBroker
David Rodenberg is a registered investment advisor at Raymond James & Associates, INC., based in Charleston, SC, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
360 Concord Street, Suite 210, Charleston, SC, 29401
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2009Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
May 2009 - February 2013 · 3 yrs 9 mos
Morgan Keegan & Company, INC.Broker
May 2009 - February 2013 · 3 yrs 9 mos
Citigroup Global Markets INC.Broker
January 2002 - May 2009 · 7 yrs 4 mos
Citigroup Global Markets INC.
May 1992 - May 2009 · 17 yrs
The Robinson-Humphrey Company, LLCBroker
April 1992 - January 2002 · 9 yrs 9 mos
State Registrations18 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.