Sean Rogers, financial advisor Estero FL
96 score

Sean Rogers

CRD Number: 5470167
Current Firm: Dynamic Wealth Advisors

Sean Rogers (CRD# 5470167) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Estero, FL and has over 7 years of experience in the finance industry. Sean Rogers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Kerri Goldsmith, financial advisor Estero FL
Kerri A. Goldsmith
CRD# 5768742
Hbks Wealth Advisors
Score
103
Similar Advisors
Paul Marinelli, financial advisor Estero FL
Paul J. Marinelli
CRD# 4670011
Riverglades Family Offices, LLC
Score
103
Similar Advisors
J. Dak Hartsock, financial advisor Estero FL
J. Dak Hartsock
CRD# 5864610
Aci Wealth Advisors
Score
100
Professional Designations
Company Name Location Dates Years
Guardian Fort Myers, FL Jun 2008 - Current 8
Blue Line Painting Mentor, FL Mar 2003 - Current 13
Park Ave Securities Fort Myers, FL Jun 2008 - Oct 2014 6
Culinary Concepts Bonita Springs, FL Apr 2010 - Apr 2011 1
Golden Palm Mortgage Naple, FL May 2007 - Dec 2008 1
Coconut Point Title Estero, FL Jun 2007 - Jun 2008 1
First Nations Mortgage Naples, FL Apr 2006 - May 2007 1
Stonewood Tavern Naples, FL Oct 2006 - Apr 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Sean A. Rogers
Phone Number: (877) 257-3840
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    538
    MILLIONS
  • Total Number of Accounts
    3,397
    ACCOUNTS
  • Average Account Value
    $158,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MI, NC, NJ, NM, NV, NY, OH, SC, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.