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Credentials
CFP®, ChFC®, Series 63
Experience Industry experience
27 years
Location
Dillon, SC 29536
Cetera
Institution
Roger Sloan is a CFP® and ChFC® with 27 years of industry experience. He is currently affiliated with Cetera and has previously worked with firms including Avantax and Symetra Life Insurance Company. Sloan is president of Sloan Wealth Management Services, P.C., an accounting and bookkeeping firm, and serves as an elder responsible for finance and administration at First Presbyterian Church in Dillon, SC. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management, financial planning, and retirement services across multiple program structures, managing more than $256 billion in assets.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Dillon, SC
108 N Macarthur Avenue
Dillon SC 29536
Advisors at this office
1
South Carolina
27 years of industry experience
Cetera Wealth Services, LLC
2025 - Present • 1 year
Dillon, SC
Cetera
2025 - Present • 1 year
Schaumburg, IL
Symetra life Insurance Company
2018 - Present • 8 years
Seattle, WA
Ritter Insurance Marketing
2017 - Present • 9 years
Harrisburg, PA
The Brokerage Resource Inc
2017 - Present • 9 years
Durham, NC
Avantax Insurance Services, LLC
2014 - 2025 • 11 years
Dillon, SC
Avantax Advisory Services
2004 - 2025 • 21 years
Dillion, SC
Avantax Investment Services, Inc.
2000 - 2025 • 25 years
Dillion, SC
National Planning Corporation
1999 - Present • 27 years
Camden, SC
Sloan Tax & Accounting, P.A.
1993 - Present • 33 years
Dillon, SC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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