Deborah Grothe-Rodgers (CRD# 2611539) is an Investment Advisor Representative working at Lodestar Asset Management LLC in Moore, OK and has over 28 years of experience in the finance industry.
CRD# 4976624
Edward Jones
CRD# 4241259
Retirement Investment Advisors Inc.
CRD# 6301520
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lodestar Asset Management LLC | Oklahoma City, OK | Jun 2011 - Current | 12 |
| Merit Adviosrs, Inc. | Oklahoma City, OK | Jan 2014 - Jul 2020 | 6 |
| Oak Hills Securities, Inc. | Oklahoma City, OK | Sep 2010 - Jul 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
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Total Assets Under Management3MILLIONS
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Total Number of Accounts16ACCOUNTS
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Average Account Value$197,089
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
OK
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