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Timothy Rodgers

8 Years of Experience
Rogers, AR
BrokerSells Insurance

Timothy Rodgers is a registered investment advisor, based in Rogers, AR, with 8 years of industry experience.

Location

5001 W Founders Way, Suite 100, Rogers, AR, 72758

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Timothy is an Investment Adviser Representative at 49 Wealth Management, dedicating nearly all of his time to this role. He is also a Fixed Insurance Sales Agent with 49 Financial, spending about 10% of his time on this activity, and a Registered Representative with Oakwood Capital Securities, spending a few hours per week on sales of variable products and management.

Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
January 2024 - Present · 2 yrs 4 mos
49 Financial
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Thrivent Advisor Network, LLC
June 2020 - December 2022 · 2 yrs 6 mos
Pks Advisory Services, LLC
December 2019 - July 2020 · 7 mos
Purshe Kaplan Sterling InvestmentsBroker
November 2019 - January 2024 · 4 yrs 2 mos
AXA Advisors, LLC
April 2018 - November 2019 · 1 yr 7 mos
AXA Advisors, LLCBroker
January 2018 - November 2019 · 1 yr 10 mos
State Registrations24 states
ALARAZCACOFLGAILKSKYLAMIMNMOMSNENJNVNYOHOKPASCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.