Cynthia Rogers
Cynthia Rogers is a registered investment advisor at LPL Financial LLC, based in Rochester, MI, with 15 years of industry experience. Cynthia 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 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1001 N. Main Street, Rochester, MI, 48307
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2021Other Business Activities
Cynthia operates under the DBA Flagstar Wealth Services for her LPL business since November 2023. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Huntington Financial Advisors
The Huntington Investment CompanyBroker
State Registrations9 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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