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WEBSTERROGERS FINANCIAL ADVISORS, LLC

FLORENCE, SC · CRD 121006 · IAPD ↗ · wrfasc.com · 843-665-6321

$460.5MRegulatory AUM
7Advisory reps
9Employees
1Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — WEBSTERROGERS FINANCIAL ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2025 — WEBSTERROGERS FINANCIAL ADVISORS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2025 — WEBSTERROGERS FINANCIAL ADVISORS, LLC notice-filed in FL, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — WEBSTERROGERS FINANCIAL ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.