Roger Hartline
Roger Hartline is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Birmingham, AL, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3100 5th Avenue South, Birmingham, AL, 35233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roger is an owner/producer for Hartline Investment Advisors and a partner in HFOUR Properties, a real estate partnership. He also serves as CEO of Partners Tax, an accounting business, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
SA Stone Investment Advisors INC.
Sterne Agee Asset Management, INC.
SA Stone Wealth Management INC.Broker
Sterne Agee Investment Advisors, INC.
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
Fiserv Investor Services, INC.Broker
Link Investment Services, INC.Broker
Compass Brokerage, INC.Broker
State Registrations12 states
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