Advisor at Rodgers Brothers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rodgers Brothers, Inc.
Location
Harmony, PA 16037
Credentials
Series 63, Series 66
Industry experience
29 years
Denise Rodgers is a financial advisor at Rodgers Brothers, Inc. with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Rodgers Brothers since 1996. Rodgers Brothers, Inc. provides discretionary portfolio management to a diverse client base including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a value-oriented investment approach that integrates fundamental and technical research with sector and macro-economic analysis, utilizing various strategies such as equity positions, securities trading, and option writing.
Based on Rodgers Brothers, Inc.
$0 - $2,500,000: 1% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.5%
Account minimum: $1,000,000
223 Mercer Street
Harmony, PA 16037
Pennsylvania
Rodgers Brothers Inc.
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63
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