William RogersCRD Number: 6140567
Current Firm: Karn, Couzens & Associates, Inc.
William Rogers (CRD# 6140567) is an Investment Advisor Representative working at Karn, Couzens & Associates, Inc. in Osprey, FL and has over 3 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Karn, Couzens & Associates, Inc.||Farmington, CT||Jun 2013 - Current||3|
|Royal Alliance||Farmington, CT||Nov 2012 - Current||4|
|Unemployed||Meriden, CT||Jan 2012 - Oct 2012||< 1|
|Beers Hamerman & Co||New Haven, CT||Jan 2007 - Dec 2011||4|
|William M Rogers, Cpa||Hamden, CT||Nov 1991 - Jan 2007||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management324MILLIONS
Total Number of Accounts849ACCOUNTS
Average Account Value$381,625
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, LA, MA, NJ, NY