Arlie Rogers
Arlie Rogers is a registered investment advisor at LPL Financial LLC, based in Fresno, CA, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2600 Cesar Chavez Blvd #201, Fresno, CA, 93721
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Regulatory History (1)
Customer Dispute
November 2015Other Business ActivitiesSells Insurance
Arlie owns rental real estate properties and operates several DBAs for his LPL business, including Brighton Investment Advisors, Kingsburg Insurance Agency Investment Services, Brighton Investment Solutions, and Brighton SVP. He also offers and sells health, property, and casualty insurance through Brighton Insurance Advisors, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations25 states
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.