Logan Clinton Rodgers
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab Bank, SsbJul 2022 to now
- Charles Schwab and Co., Inc.Jan 2022 to now
- TD Ameritrade Investment Management, LLCSep 2020 to Dec 2022
- TD Ameritrade, Inc.Jun 2020 to Dec 2022
- Chartwells H.E. DivisionJul 2019 to Jun 2020
- Trevecca University - 1901 CoffeeJul 2017 to Jul 2019
- UnemployedMay 2017 to Jul 2017
- Brentwood AcademyAug 2016 to May 2017
- Trevecc University - 1901 CoffeeAug 2016 to May 2017
- Trevecca Community ChurchAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7266964
- Firm CRD
- 5393