Melissa
Rogers
Lpl Enterprise, LLC
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About this Advisor
Melissa Rogers is a financial advisor based in Houston, Texas, working with Lpl Enterprise, LLC. Melissa has previously worked at Prudential Insurance Company Of America, Pruco Securities, LLC, Invesco Distributors, Inc, Lpl Enterprise, LLC, and Invesco Advisers Inc. Melissa has passed the Series 66 regulatory exam and is registered to provide services in Texas. Melissa is currently part of Lpl Enterprise, LLC, which has 1,075 offices and 4,650 employees. The firm manages $18.9 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars, and other services. The fee structure at Lpl Enterprise, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Enterprise, LLC Brokerage Details
$18,862,098,900
4,650
114,002
$165,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Melissa Rogers Work History
Lpl Enterprise, LLC
Prudential Insurance Company Of America
Pruco Securities, LLC
Invesco Distributors, Inc
Invesco Advisers Inc
Disclosures
Please visit the SEC profile of Melissa Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Enterprise, LLC
Valhalla, NY
Warrington, PA
Melville, NY
Saint Simons Island, GA
Collegeville, PA
Malvern, PA
Glen Allen, VA
Irvine, CA
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