Financial Advisor Rodger McAlister

Rodger McAlister - CEP

Less Stress More Enjoyment

Independent Financial Advisor

About Rodger



INTRODUCTION

Rodger McAlister is a financial advisor in Louisville, Kentucky who has been helping clients plan for their financial futures since 1995. Rodger has earned both his Certified Estate Planner and Certified Financial Manager designations. As a CEP, Rodger understands the importance of estate planning as it pertains to investment, insurance and retirement planning. Rodger strives to put together a well-designed estate plan for clients that will serve their families well in the future. In his capacity as a CFM, Rodger has proven himself in the areas of accounting and financial management. He works with his clients every day to maximize income strategies and tax efficiency to help them reach their financial objectives.

HISTORY

Rodger is a graduate of Eastern High School and has lived in Louisville for most of his life. He earned his Bachelor of Business Administration degree in Finance and Financial Management Services from the University of Louisville in 1994. Rodger was also a four-year varsity member of the University of Louisville swimming team as well as President of his Delta Upsilon Fraternity.

Upon graduation, Rodger immediately launched into his financial management career as a security trader, a position which allowed him the opportunity to gain experience thinking quickly on this feet while staying on pace with an ever-changing market.  By 1999, Rodger was ready for a career change which allowed him to develop a base of clients with whom he could build relationships, enabling him to help his clients reach their specific financial goals and make a positive difference in their lives. He treats each client as he would a member of his own family, and he invests their dollars carefully and methodically in a disciplined fashion.

One area in which Rodger specializes is in helping high-income professionals manage their active 401(k) plans. As an independent advisor, Rodger has thousands of nonproprietary financial products and services available to him so that he’s able to deliver a customized financial strategy to each of his clients that best fits their specific situation.

LICENSES HELD

  • Series 7- Full Registration/General Securities Representative
  • Series 63- Uniform Securities Agent State Law Examination
  • Series 65- Uniform Investment Adviser Law Examination
  • Series 55- Equity Trading Examination
  • Securities Licensed in KY, AL, CO, FL, GA, IL, IN, MI, NC, OH, SC, TX, WA, WV
  • Variable Life, Health & Annuity licensed in KY

ACTIVITIES AND INTERESTS

In his spare time, Rodger enjoys spending time with his wife Nancy and their two children Audrey and Ashton. The McAlisters are members of Middletown Christian Church, and Rodger is actively involved with his children’s sports teams. Rodger also enjoys running and playing golf.


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Rodger McAlister is an independent contractor of Money Concepts

note: Private Client Group is an independent firm and not affiliated with Money Concepts

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