Albert RoginCRD Number: 1272649
Current Firm: Essex Financial Services, Inc.
Albert Rogin (CRD# 1272649) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 13 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
Sagepoint Financial, Inc.
Kanner Financial Services LLC
|Raymond James Financial Services, Inc.||Essex, CT||Mar 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2004|
Total Assets Under Management2,704MILLIONS
Total Number of Accounts5,287ACCOUNTS
Average Account Value$511,516
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA