Edwin Foss, financial advisor Tampa FL

Edwin Foss

CRD Number: 1334662
Current Firm: Rogan & Associates

Edwin Foss (CRD# 1334662) is an Investment Advisor Representative working at Rogan & Associates in Tampa, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Rogan & Associates, Inc. Safety Harbor, FL Mar 2004 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Edwin R. Foss
Phone Number: 727-712-3400
Registered State(s):
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    286
    MILLIONS
  • Total Number of Accounts
    2,033
    ACCOUNTS
  • Average Account Value
    $140,687
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, IN, LA, MI, NC, NE, NH, NY, SC, TN, TX

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