Richard Rogers (CRD# 3168160) is an Investment Advisor Representative working at Captrust in Carbondale, CO and has over 25 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 5295673
Edward Jones
CRD# 2293685
Antunes International Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Partners, Llc (captrust) | Raleigh, NC | Jul 2022 - Current | 1 |
| Frontier Wealth Management LLC | Lone Tree, CO | Jan 2015 - Jul 2022 | 7 |
| Cpfa, LLC | Denver, CO | Sep 1998 - Jan 2015 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
- CO
- TX
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Total Assets Under Management852,173MILLIONS
-
Total Number of Accounts100,603ACCOUNTS
-
Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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