Roger Dale Gaddis
Investment adviser representative at Gaddis Premier Wealth Advisors LLC
32 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$368.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
32 years in the industry.
- Gaddis Premier Wealth Advisors LLCJun 2022 to now
- Kestra Advisory Services, LLC.May 2019 to Jun 2022
- Kestra Investment Services, LLC.May 2019 to Jun 2022
- LPL Financial LLCNov 2010 to May 2019
- Linsco/private Ledger Corp.Dec 1994 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (OK).
Gaddis Premier Wealth Advisors LLC
$368.5MAssets managed
1,460Clients
8Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1635364
- Firm CRD
- 317837