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Gary L. Roden

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CRD#: 1132680
GR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Luther Roden was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1983. Gary had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 24, 2017 - December 31, 2020

RODEN ADVISORY SERVICES, INC.

RIA
CRD#: 286440
COOKEVILLE, TN
Past

November 22, 2006 - August 13, 2007

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
KING OF PRUSSIA, PA
Past

November 10, 2006 - August 13, 2007

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
KING OF PRUSSIA, PA
Past

May 10, 2004 - October 19, 2004

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
TAMPA, FL
Past

May 6, 1999 - August 28, 2002

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

February 3, 1995 - May 6, 1999

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

February 2, 1994 - February 13, 1995

JMC INVESTMENT SERVICES, INC.

BD
CRD#: 14376
BOSTON, MA
Past

September 16, 1991 - February 18, 1994

DETWILER FENTON WEALTH MANAGEMENT INC

BD
CRD#: 16063
BOSTON, MA
Past

May 6, 1991 - April 10, 1992

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

March 20, 1991 - May 14, 1991

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

August 15, 1990 - April 22, 1991

SHEEN FINANCIAL RESOURCES, INC.

BD
CRD#: 22498
Past

January 19, 1990 - August 23, 1990

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

November 20, 1989 - December 8, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

November 19, 1989 - January 30, 1990

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

October 23, 1986 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

July 11, 1986 - November 4, 1986

AMERICAN EXPRESS FINANCIAL ADVISORS JAPAN, INC.

BD
CRD#: 11176
Past

May 25, 1983 - October 31, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

May 25, 1983 - November 4, 1986

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/9/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RA
RODEN ADVISORY SERVICES, INC.
RODEN ADVISORY SERVICES, INC.

CRD#: 286440 / SEC#:

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Contact information


Main Address
Cookeville, TN
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RODEN ADVISORY SERVICES, INC.

CRD#: 286440

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