Company Information

Get to know Rodgers Investment Consulting

Rodgers Investment Consulting, LLC is an independent financial planning and wealth management firm. Operating under a fiduciary standard, the company focuses on creating personalized financial strategies, particularly for clients nearing or in retirement, through its proprietary "The Confident Retirement Approach®". Their services encompass comprehensive financial planning, investment management, wealth management, insurance, and estate planning, aiming to provide clients with clarity and confidence in their financial future. The firm is associated with LPL Financial for securities and advisory services.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Rodgers Investment Consulting

Canada

Founded in

1993 (33 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(78 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.