Thomas Rogers, financial advisor Longwood FL
73 score

Thomas Rogers

CRD Number: 3103041
Current Firm: Cssc Investment Advisory Services, Inc.

Thomas Rogers (CRD# 3103041) is an Investment Advisor Representative working at Cssc Investment Advisory Services, Inc. in Longwood, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cssc Brokerage Services, Inc. Longwood, FL Mar 2011 - Current 5
Cssc Investment Advisory Services, Inc. Longwood, FL Mar 2011 - Current 5
Wealth Strategies Deer Island, FL May 2000 - Current 16
Sweetwater Law Offices, Plc Longwood, FL May 1981 - Current 35
Valmark Advisers, Inc. Longwood, FL Oct 1999 - Jan 2010 10
Valmark Securities, Inc. Longwood, FL Jul 1998 - Jan 2010 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Oct 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Thomas R. Rogers
Phone Number: 248-244-7980
Firm Website: https://csscias.com
Registered State(s):
  • FL
  • GA
  • MD
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    820
    ACCOUNTS
  • Average Account Value
    $373,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VI, WA, WV

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BADGES
73

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