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Greg Andrew Rogers

Independent Advisor Alliance, LLC

Oregon City, OR

CRD 6586896

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Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Independent Advisor Alliance, Llc

11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-09-01
  • OR RA
    APPROVED
    Since 2025-09-01

Branch Locations

2895 S. Beavercreek Road, Suite 200, Oregon City, OR 97045 • 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
Greg Rogers Pc Oregon City OR 08/2006 Present
  • 08/2006 → Present
    Greg Rogers Pc
    Oregon City, OR
Previous Registrations
  • 2015-12-10 → 2025-09-25
    Financial Advocates Investment Management
    Oregon City, OR
    Olympia, WA
Other Businesses

1. 08/2006 - Greg Rogers PC dba Rogers Financial Services / not investment related / Oregon City, OR / CPA / President, Owner, CPA / 100% time spent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-10
  • S65 Uniform Investment Adviser Law Examination
    2015-12-10

View on SEC IAPD

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