Best Investors Account Sign in
Inactive

Craig Coburn Rogers

Rogers Wealth Group, Inc.

Fort Worth, TX

CRD 4542441

Claim This Profile
Employer firm

Rogers Wealth Group, Inc. CRD 107409

$1.04B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Rogers Wealth Group, Inc.

1330 Summit Avenue, Fort Worth, TX 76102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2002-10-08
  • TX RA
    APPROVED
    Since 2002-10-08

Branch Locations

1330 Summit Avenue, Fort Worth, TX 76102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rogers Capital Management,Inc. Fort Worth TX 07/1995 Present
  • 07/1995 → Present
    Rogers Capital Management,Inc.
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-07
  • S65 Uniform Investment Adviser Law Examination
    2002-10-07

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC

Nearby Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX

More in Fort Worth, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor