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Ronald E Rogers

Breath New Faith Into Your Finances

Cambridge Investment Research, Inc.

Firestone

CO

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cambridge Investment Research, Inc. 2 years, 4 months May 2017 - Present
Capital Choice 4 years, 9 months Aug 2012 - May 2017
Ccf Investments, Inc. 4 years, 9 months Aug 2012 - May 2017
PFS Investments Inc 4 years, 4 months Apr 2008 - Aug 2012
Primerica Financial Services 5 years Aug 2007 - Aug 2012
Avaya Inc 10 years, 5 months Apr 2003 - Sep 2013

Designations & Memberships

  • Chartered Federal Employee Benefits Consultant
    Designation
    Chartered Federal Employee Benefits Consultant
    A prestigious designation for Financial Advisors, CPAs, Attorneys, and certain employees of the Federal Government, who have successfully completed an intensive training course and passed a rigorous examination covering all federal employee benefits.

Articles and Answers

Insights by Ronald Rogers

Are your beneficiaries up to date?
Published 2015-02-21 08:24:48
    *Articles are published by advisors without compensation.

    Answers

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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Feb 21, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Feb. 23, 2019
      • $9.1M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 310
        number of clients
      • $29.2K
        Estimated Average Account Balance Per Client

    Cambridge Investment Research, Inc.

    Last updated on March 18, 2005
      • $1.3B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 9K
        Accounts
      • $139.3K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements