Douglas Lloyd Rogers

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 03/2011 → 07/2021
  Wells Fargo Bank,Na
  Boston, MA
• 02/2021 → 07/2021
  Wells Fargo Advisors, Llc
  Boston, MA
• 07/2021 → Present
  Truist Advisory Services, Inc.
  Boston, MA

Other Businesses

FRIENDS OF READING SCOUTING POSITION: Trustee NATURE: Volunteer organization to support the Scouting programs locally. Run events and manage recruitment of scouts. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Reading MA, United States DESCRIPTION: At-large trustee. General voting and supportive functions.

Designations

• Chartered Financial Analyst

Other Names

• Doug Rogers