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Sumner R
Series 66
Santa Barbara, CA
RBC Securities, Inc
Sumner Rogers is a financial advisor with RBC Securities, Inc. holding a Series 66 license and one year of industry experience. His prior roles include positions at City National Securities, Inc., Grant Thornton LLP, and PricewaterhouseCoopers LLP. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm delivers financial planning, portfolio management, and ongoing reporting, with investment management delegated to an affiliated sub-advisor that implements diversified portfolios on a discretionary basis.
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