Rogan & Associates

Rogan & Associates (CRD# 42762) is a financial advisory firm headquartered in Safety Harbor, FL. They manage $240,734,466 in 1,577 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    241
    MILLION
  • Total Number of Accounts
    1,577
    ACCOUNTS
  • Average Account Value
    $152,653
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Rogan & Associates
Showing 1 - 5 of 5 top financial advisors.
1
Erin D. Emnett
CRD#: 5831042
200 9th Avenue North, Suite 100, Safety Harbor, FL 34695

Erin Emnett (CRD# 5831042) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 8 years of experience in the finance industry.

2
Edwin R. Foss
CRD#: 1334662
10150 Highland Manor Drive, Suite 200, Tampa, FL 33610

Edwin Foss (CRD# 1334662) is an Investment Advisor Representative working at Rogan & Associates in Tampa, FL and has over 17 years of experience in the finance industry.

3
Adam M. Lucke
CRD#: 6050999
200 9th Avenue North, Suite 100, Safety Harbor, FL 34695

Adam Lucke (CRD# 6050999) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 8 years of experience in the finance industry.

4
Michael G. Rogan
CRD#: 1503029
200 9th Avenue North, Suite 100, Safety Harbor, FL 34695

Michael Rogan (CRD# 1503029) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 18 years of experience in the finance industry.

5
Jason D. White
CRD#: 2867125
200 9th Avenue North, Suite 100, Safety Harbor, FL 34695

Jason White (CRD# 2867125) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 24 years of experience in the finance industry. Jason White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.