Rainey Rogers, financial advisor McKinney TX
89 score

Rainey Rogers

CRD Number: 5393347
Current Firm: Principal Securities, Inc.

Rainey Rogers (CRD# 5393347) is an Investment Advisor Representative working at Principal Securities, Inc. in McKinney, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Rogers-tate Financial Group Mckinney, TX May 2014 - Current 2
Principal Life Insurance Company Mckinney, TX Feb 2014 - Current 3
Princor Financial Services Corporation Mckinney, TX Feb 2014 - Current 3
Rogers-tate Financial Mckinney, TX Dec 2013 - Feb 2014 < 1
Byu Oit Finance Dept Provo, UT Mar 2012 - Dec 2013 1
Brigham Young Univ Provo, UT Aug 2009 - Dec 2013 4
Lds Church Salt Lake City, UT Aug 2007 - Aug 2009 2
Brigham Young Univ Rexburg, ID Aug 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Rainey S. Rogers
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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