Richard Rogers (CRD# 6453340) is an Investment Advisor Representative working at Portside Wealth Group, LLC in Taylorsville, UT and has over 9 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenstreet Wealth Advisors | Taylorsville, UT | Dec 2023 - Current | < 1 |
| Portside Wealth Group | Provo, UT | Apr 2023 - Current | 1 |
| Green Street Mortgage | Salt Lake City, UT | Apr 2018 - Current | 6 |
| Rgr Services | Taylorsville, UT | Nov 2012 - Current | 11 |
| Townsquare Capital, LLC | Provo, UT | Apr 2018 - Jun 2023 | 5 |
| Dfpg Investments, Inc. | Sandy, UT | Feb 2019 - Mar 2023 | 4 |
| Allegis Investment Services | Salt Lake City, UT | Feb 2015 - Feb 2019 | 4 |
| Allegis Investment Advisors | Idaho Falls, ID | May 2015 - May 2018 | 3 |
| Elite Home Mortgage | Salt Lake City, UT | Oct 2015 - Apr 2018 | 2 |
| Green Street Mortgage Svs | Salt Lake City, UT | Oct 2014 - Oct 2015 | 1 |
| Elite Home Mortgage | Salt Lake City, UT | Jan 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
| S63 | Uniform Securities State Law Examination | Mar 2015 |
- LA
- TX
- UT
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Total Assets Under Management885MILLIONS
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Total Number of Accounts10,048ACCOUNTS
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Average Account Value$88,054
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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