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Rodger Dale Isom

Advisors Capital Management, LLC

Raleigh, NC

Ridgewood, NJ

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Current Employers
Advisors Capital Management, Llc

10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-12-14
VA RA APPROVED 2023-10-13
  • NC RA
    APPROVED
    Since 2023-12-14
  • VA RA
    APPROVED
    Since 2023-10-13

Branch Locations

4509 Creedmoor Rd Suite 201, Raleigh, NC 27612 • United States

10 Wilsey Square Suite 200, Ridgewood, NJ 07450 • 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
1St Portfolio Wealth Advisors Fairfax VA 05/2016 01/2018
West Financial Services Inc. Mclean VA 01/2018 11/2020
West Financial Services Inc. Mclean VA 11/2020 10/2023
Advisors Capital Management Ridgewood NJ 10/2023 Present
Previous Registrations
  • 2018-02-07 → 2023-10-20
    West Financial Services, Inc.
    Mclean, VA
    Mclean, VA
    Hendersonville, TN
  • 2016-10-07 → 2018-02-06
    1St Portfolio Wealth Advisors
    Fairfax, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-07
  • S65 Uniform Investment Adviser Law Examination
    2016-10-07
Designations
Other Names
  • Trey Isom

View on SEC IAPD

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