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Fon Rogers

EQUITY ADVISORS OF KENTUCKY INC·LEXINGTON, Kentucky
Unclaimed Profile
2201 REGENCY RIDGE ROAD, LEXINGTON, KY 40503CRD# 6741511Firm CRD# 116398
01

About

Fon Rogers is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with EQUITY ADVISORS OF KENTUCKY INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EQUITY ADVISORS OF KENTUCKY INC
EQUITY ADVISORS OF KENTUCKY INC
AUM
$116M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at EQUITY ADVISORS OF KENTUCKY INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6741511
Firm CRD# 116398
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Fon Rogers offer?
Fon Rogers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Fon Rogers's credentials?
Fon Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Fon Rogers located?
Fon Rogers is based in LEXINGTON, Kentucky, working with EQUITY ADVISORS OF KENTUCKY INC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Fon Rogers charge for services?
Fon Rogers's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUITY ADVISORS OF KENTUCKY INC?
EQUITY ADVISORS OF KENTUCKY INC has approximately 3 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LEXINGTON
Justin George Sautter — RUSSELL CAPITAL MANAGEMENT, LLCThomas Parmelee Dupree — DUPREE FINANCIAL GROUP, LLCElizabeth Host Dupree — DUPREE FINANCIAL GROUP, LLCMargaret Lee Grider — DUPREE FINANCIAL GROUP, LLCGuy Bradley — DUPREE & COMPANY, INC.
Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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