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Gina Gibson Rogers

Advisor at First Citizens Investor Services, Inc. — Saluda, SC

Updated today

Credentials

Series 63, Series 65

Experience

2 years

Location

Saluda, SC 29138

First Citizens Investor Services, Inc. logo

First Citizens Investor Services, Inc.

Enterprise

Total advisors

324

Across 83 offices

Clients per advisor

23 Very Low

Avg AUM per client

$344,524 Low

HNW client ratio

9% Low

About

Gina Rogers is a financial advisor at First Citizens Investor Services, Inc. with 2 years of industry experience. She holds Series 63 and Series 65 designations and has worked at First Citizens Bank since 2019, with prior experience at SunTrust Bank and Saluda County School District One. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, wrap programs, and financial planning through a client-centered approach that incorporates fundamental, quantitative, and technical analysis.

Client services

Based on First Citizens Investor Services, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on First Citizens Investor Services, Inc.

Tax-loss harvesting Annuities Income planning Equity compensation tax strategy

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Fee options

Percentage

$0 - $100,000: 1.30% $100,001 - $250,000: 1.20% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.85%

Other

Account minimum: $25,000

Location

See office

Saluda, SC

201 N Main

Saluda SC 29138

Advisors at this office

1

Most active in

South Carolina

Work history

2 years of industry experience

First Citizens Investor Services

2024 - Present • 2 years

Raleigh, NC

FIRST CITIZENS BANK

2019 - Present • 7 years

Saluda, SC

UnEMPLOYED

2019 - 2019 • 1 year

Saluda, SC

SUNTRUST BANK

2018 - 2019 • 1 year

Saluda, SC

Salua County School District One

2016 - 2019 • 3 years

Saluda, SC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gregory R

Series 63, Series 65

Ridge Spring, SC

Empower Advisory Group

Gregory Ruoss is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing and served nine years in the United States Marine Corps. Outside of finance, he co-owns an equestrian tack cleaning and preservation business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Thomas H

ChFC®, Series 63, Series 65

Johnston, SC

Eagle Strategies (NY Life)

Thomas Herlong Sr. is a ChFC® with 33 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has held roles at The Herlong Financial Group LLC and Herlong & Doran Financial Group, LLC. Outside of his advisory work, he serves as Chairman of the Finance Committee at Harmony United Methodist Church and holds board positions with the Aiken Symphony Orchestra and the Ridge Healthcare Foundation, among other community roles. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Douglas B

Series 66

Leesville, SC

&PARTNERS

Douglas Bruner III is a financial advisor at &PARTNERS with 10 years of industry experience. He holds a Series 66 credential and previously worked at Ameriprise and Edward Jones. Bruner serves as an officer in the US Army Reserves and is involved in a family-owned newspaper and advertising business. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement plan consulting. The firm delivers discretionary and non-discretionary portfolio management using a range of proprietary and third-party strategies, supported by ongoing monitoring and account reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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George B

Series 66

Leesville, SC

&PARTNERS

George Barnes is a financial advisor with \u0026PARTNERS in Leesville, South Carolina, holding a Series 66 designation and 11 years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Ameriprise Financial Services, LLC from 2020 to 2026 and Edward Jones from 2014 to 2020. Outside of his advisory role, Barnes owns a CPA and tax preparation practice and operates an automated storage unit business. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and other advisory services through a combination of proprietary and third-party strategies, delivered via discretionary and non-discretionary platforms.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired

Andy S

Series 63, Series 66

Leesville, SC

Edward Jones

Andy Shumpert is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Shumpert teaches voice at Edisto Performing Arts Studio and serves as Minister of Music at Roundhill Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Dana F

CFP®, Series 66

Johnston, SC

Edward Jones

Dana Fletcher is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Fletcher worked at Rodan+Fields and Benefitfocus. Outside of financial advising, Fletcher co-owns a small horse sanctuary and provides one-to-one and group tutoring for CFP applicants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment solutions and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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