Roger Tabler is a registered investment advisor at Edward Jones, based in Gettysburg, PA, with 24 years of industry experience. Roger is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
101 W Middle St., Suite A, Gettysburg, PA, 17325
Get directionsHistory
Regulatory History (1)
Criminal
January 1994Other Business Activities
Roger is the owner of Mai & Tabler Properties LLC, a property LLC in Westminster, MD, since 2007. This takes about a quarter of his time, including time during trading hours.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Client One Securities LLCBroker
Signator Investors, INC.Broker
Voya Financial Advisors, INC.Broker
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations15 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.
Exams
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