MR
MR

Michael Walton Rogers

14 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
1,408 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.9B

Fee Structure

Financial Planning:Investment management only
Loading...

Location

Texarkana, TX

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Michael is the Director of External Sales at Potomac Fund Management, dedicating full-time hours to this role.

Employment History
Current Registrations
Potomac
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
True North Wealth Strategies
June 2022 - October 2022 · 4 mos
Flexible Plan Investments LTD
December 2020 - May 2022 · 1 yr 5 mos
True North Wealth Strategies
September 2020 - November 2020 · 2 mos
Vita Advisory Solutions INC
October 2019 - December 2020 · 1 yr 2 mos
Pgr Solutions, LLC
March 2016 - August 2019 · 3 yrs 5 mos
Resource Wealth Management, LLC
September 2013 - June 2014 · 9 mos
Lindner Capital Advisors, INC.
September 2009 - December 2012 · 3 yrs 3 mos
Symmetry Partners
July 2008 - April 2009 · 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.