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Overview
Description
Sean Rogers is an executive and is sole owner of Sean Rogers, CFP®, a $0 RIA based in Bonita Springs, FL. Sean has held an industry securities registration for 10 years and is subject to SEC oversight....Information
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other namesN/A
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Other FirmsN/A
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doing business asSean Rogers, CFP®
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typeRIA
Location
9990 Coconut Road
Bonita Springs,
FL
34135
Services
Advisor Services
There is no Services data available to display at this time.
Funds
Funds Used With Clients
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Firm Client types
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Qualifications
Experience
No timeline events available.
Employer | Years | Dates |
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Rogers Wealth Management Services LLC | 2 years, 6 months | Aug 2016 - Present |
Dynamic Wealth Advisors | 4 years, 4 months | Oct 2014 - Present |
Culinary Concepts | 1 year | Apr 2010 - Apr 2011 |
Park Ave Securities | 6 years, 4 months | Jun 2008 - Oct 2014 |
Guardian | 6 years, 4 months | Jun 2008 - Oct 2014 |
Golden Palm Mortgage | 1 year, 7 months | May 2007 - Dec 2008 |
Blue Line Painting | 12 years, 10 months | Mar 2003 - Jan 2016 |
Designations & Memberships
Membership information not available
Articles and Answers
Insights by Sean Rogers
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Answers
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Advisor Links
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Licenses & Conducts
U.S. Securities and Exchange Commission
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license statusRegistered
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disclosuresNone
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as of dateDec 2, 2018
FINRA
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license statusNot registered
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disclosuresNone
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as of dateDec 2, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
Assets
Sean Rogers, CFP®
Last updated on Dec. 6, 2016
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N/ATotal Assets Under Management
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N/ATotal Assets Under Advisement
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N/AAccounts
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N/AEstimated Average Account Balance
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Fees
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees