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Last updated: February 18th, 2020. Data source: SEC filings.
WebsterRogers Financial Advisors, federally registered in 2002, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 6 advisors. WebsterRogers Financial Advisors manages $208.1 million and provides investment advisory services for 246 clients (1:41 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||10|
|Percentage of Advisors Trusted||67%|
|Average Client Balance||$845,975|
|Total AUM||$208.1 million|
|Advisor / Client Ratio||1:41|
|SEC Filings||View SEC IAPD CRD #121006|
|State(s) Registered||SC, TX|