Nathan Rodgers is a registered investment advisor at LPL Financial LLC, based in Sarver, PA, with 22 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
479 North Pike Rd, Sarver, PA, 16055
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Regulatory History (1)
Customer Dispute
July 2018Other Business Activities
Nathan operates under two DBAs for his LPL business: USX Investment Services and Bayer Heritage Retirement & Investment Services. These activities are investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
The Huntington Investment CompanyBroker
The Huntington Investment Company
Natcity Investments, INC.
Natcity Investments, INC.Broker
PNC Investments
PNC InvestmentsBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.