Unclaimed Profile

Michael Lance Rogers

ROGERS, MICHAEL LANCE·MORGAN HILL, California

Series 6, Series 63, Series 65Clean record22 years registeredROGERS, MICHAEL LANCE

17679 BENTLEY DRIVE, MORGAN HILL, CA 95037CRD# 4422835Firm CRD# 286377

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Lance Rogers · MORGAN HILL, CA

Registration

CRD #4422835 · ROGERS, MICHAEL LANCE · 22 years registered

Brand Profile

Not yet started

Career History

FILICE RETIREMENT SERVICES

Sep 2017 – present

MLR RETIREMENT SERVICES

Sep 2017 – Dec 2025

CAMPBELL, CA

CREATIVE PLANNING

Apr 2016 – Aug 2016

Morgan Hill, CA

BPM ADVISORS, INC.

Jan 2015 – Mar 2016

SAN JISE, CA

BPM ADVISORS, INC.

Aug 2012 – Dec 2014

PALO ALTO, CA

VISTA WEALTH MANAGEMENT, LLC

Apr 2009 – Jul 2012

PALO ALTO, CA

BPM WEALTH MANAGEMENT, LLC

Jan 2008 – Mar 2009

SAN FRANCISCO, CA

STANCORP INVESTMENT ADVISERS, INC.

Jan 2007 – May 2007

PORTLAND, OR

INVESMART ADVISORS INC

Jun 2004 – Jan 2007

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · June 24, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROGERS, MICHAEL LANCE

CRD 286377 · SEC 801-109990

Employees

Total firm employees

Services offered by ROGERS, MICHAEL LANCE

Per Form ADV

Publication of periodicals/newsletters

View all advisors at ROGERS, MICHAEL LANCE →

Introduction

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Frequently Asked Questions

What services does Michael Lance Rogers offer?

Michael Lance Rogers is a registered financial advisor in MORGAN HILL, California. Contact their office for details on services offered.

What are Michael Lance Rogers's credentials?

Michael Lance Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Lance Rogers located?

Michael Lance Rogers is based in MORGAN HILL, California, working with ROGERS, MICHAEL LANCE. Their office serves clients in the MORGAN HILL metropolitan area and surrounding communities.

How does Michael Lance Rogers charge for services?

Michael Lance Rogers's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROGERS, MICHAEL LANCE?

ROGERS, MICHAEL LANCE has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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