William RogersCRD Number: 6317186
Current Firm: Ascendant Advisors, LLC
William Rogers (CRD# 6317186) is an Investment Advisor Representative working at Ascendant Advisors, LLC in Houston, TX and has over 3 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|Ascendant Advisors, LLC||Houston, TX||Sep 2010 - Current||7|
|Salient Partners||Houston, TX||Sep 2009 - Sep 2010||1|
|Nova Associates||Houston, TX||Dec 2008 - Sep 2009||< 1|
|Homewood Suites||Austin, TX||May 2006 - Aug 2008||2|
|University Of Texas||Austin, TX||Aug 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management120MILLIONS
Total Number of Accounts88ACCOUNTS
Average Account Value$1,368,182
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NJ, TX
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