Rogers Financial Advisory Group, LLC

Rogers Financial Advisory Group, LLC (CRD# 130223) is a financial advisory firm headquartered in Greenville, SC. They manage $11,868,632 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $139,631
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
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.

SC

Financial Advisors at Rogers Financial Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jon M. Rogers
CRD#: 402825
7 Boyce Avenue, Greenville, SC 29601
93
Wealthminder
score

Jon Rogers (CRD# 402825) is an Investment Advisor Representative working at Rogers Financial Advisory Group, LLC in Greenville, SC and has over 32 years of experience in the finance industry.

2
David S. King
CRD#: 2608635
7 Boyce Avenue, Greenville, SC 29601
81
Wealthminder
score

David King (CRD# 2608635) is an Investment Advisor Representative working at Rogers Financial Advisory Group, LLC in Greenville, SC and has over 22 years of experience in the finance industry.

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