Samantha Rogers (CRD# 6864798) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Houston, TX and has over 4 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Avidian Wealth Solutions, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valic Financial Advisors, Inc. | Houston, TX | Jan 2019 - Current | 3 |
| Td Ameritrade | Saint Louis, MO | Oct 2017 - Dec 2018 | 1 |
| American Automobile Club (aaa) | Saint Louis, MO | May 2016 - Sep 2017 | 1 |
| Great Southern Bank | Saint Louis, MO | Dec 2016 - May 2017 | < 1 |
| Hhgregg | Fenton, MO | Aug 2015 - May 2016 | < 1 |
| Old Navy | Fenton, MO | Jun 2015 - May 2016 | < 1 |
| Drury University | Springfield, MO | Aug 2014 - May 2015 | < 1 |
| Drury University | Springfield, MO | Aug 2014 - May 2015 | < 1 |
| Chocolate Chocolate Chocolate | Saint Louis, MO | Dec 2014 - Jan 2015 | < 1 |
| Hancock Sr. High School | Saint Louis, MO | Aug 2010 - May 2014 | 3 |
| Dairy Queen | Saint Louis, MO | Sep 2012 - May 2013 | < 1 |
| Friendship Village | Saint Louis, MO | May 2012 - Sep 2012 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- TX
-
Total Assets Under Management26,915MILLIONS
-
Total Number of Accounts359,447ACCOUNTS
-
Average Account Value$74,880
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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.