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Rodger Dale Jordan

LPl Financial LLC

Grants Pass, OR

CRD 1881908

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2007-05-16
  • OR RA
    APPROVED
    Since 2007-05-16

Branch Locations

237 Se K Street, Grants Pass, OR 97526 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Grants Pass OR 11/1998 Present
Other Businesses

1. 02/24/2014 - Rodger Jordan Jr Investments Inc - INV REL - Business Entity For Tax/Investment Purposes Only - for accounting purposes only

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-03-20
  • S63 Uniform Securities Agent State Law Examination
    1998-03-20
Designations
  • Certified Financial Planner
Other Names
  • Rodger D Jordan

View on SEC IAPD

Nearby Firms

KINGSVIEW WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

BENJAMIN SCOTT STOUT
Matthew John Stolen
DOUGLAS CELLINI

Nearby Offices

KINGSVIEW WEALTH MANAGEMENT, LLC · GRANTS PASS, OR
LPL FINANCIAL LLC · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR

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