Chianna Daneen Rodgers

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 09/2018
  Chianna Rodgers
  Mckinney, TX
• 05/2016 → 09/2018
  Signator Investors, Inc.
  Pflugerville, TX
• 09/2018 → 10/2021
  Principal Life Insurance Company
  Addison, TX
• 09/2018 → 10/2021
  Principal Securities Incorparated
  Addison, TX
• 03/2021 → 10/2021
  Rodgers Financial Services Llc
  Addison, TX
• 07/2021 → 10/2021
  Union Financial Inc
  Addison, TX
• 10/2021 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-02-09 → 2021-10-21
  Principal Securities, Inc.
  Addison, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-06
• S63 Uniform Securities Agent State Law Examination
  2011-06-08

Other Names

• Chianna Daneen Rodgers
• Chianna Daneen Coleman
• Chianna Daneen Coleman