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Patrick R
CFP®, Series 63, Series 65
Columbia, SC
Cambridge Investment Research Advisors
Patrick Rogers is a CFP® professional with nine years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior work includes roles at Primerica Advisors and Michelin. Outside of his advisory responsibilities, he is involved in public speaking and operates several business ventures including tax services and wealth management firms. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm provides tailored strategies through various custody and platform arrangements, including proprietary and third-party model strategies.
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