Samantha Rogers, financial advisor Houston TX

Samantha Rogers

CRD Number: 6864798
Current Firm: Valic Financial Advisors, Inc.

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.

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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
Contact Info for Samantha K. Rogers
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    26,915
    MILLIONS
  • Total Number of Accounts
    359,447
    ACCOUNTS
  • Average Account Value
    $74,880
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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