Michael Rogers (CRD# 4422835) is an Investment Advisor Representative working at Filice Retirement Services in San Jose, CA and has over 19 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Filice Retirement Services | San Jose, CA | Sep 2017 - Current | 6 |
| Mlr Retirement Services | Morgan Hill, CA | Jan 2017 - Current | 7 |
| Creative Planning | Morgan Hill, CA | Apr 2016 - Current | 8 |
| Bpm Advisors | San Jose, CA | Nov 2011 - Mar 2016 | 4 |
| Bpm, Inc. | San Franciso, CA | May 2007 - Mar 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Pension consulting services
- Other
CA
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