Rogers Financial Advisory Group, LLC

Rogers Financial Advisory Group, LLC (CRD# 130223) is a financial advisory firm headquartered in Greenville, SC. They manage $29,673,186 in 145 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7 Boyce Avenue, Greenville, SC 29601
http://www.rogersfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $204,643
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Rogers Financial Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David King, financial advisor Greenville SC
David S. King
CRD#: 2608635
7 Boyce Avenue, Greenville, SC 29601

David King (CRD# 2608635) is an Investment Advisor Representative working at Rogers Financial Advisory Group, LLC in Greenville, SC and has over 28 years of experience in the finance industry.

2
Jon Rogers, financial advisor Greenville SC
Jon M. Rogers
CRD#: 402825
7 Boyce Avenue, Greenville, SC 29601

Jon Rogers (CRD# 402825) is an Investment Advisor Representative working at Rogers Financial Advisory Group, LLC in Greenville, SC and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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