Unclaimed Profile

Chad K Rogers

PFG INVESTMENTS, LLC·JACKSONVILLE, Oregon

Clean recordPFG INVESTMENTS, LLC

725 N. 5TH STREET, JACKSONVILLE, OR 97530CRD# 7342122Firm CRD# 289256

Profile Verification

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

Identity

Chad K Rogers · JACKSONVILLE, OR

Registration

CRD #7342122 · PFG INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Chad K Rogers is a registered financial advisor based in JACKSONVILLE, Oregon, affiliated with PFG INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PFG INVESTMENTS, LLC

PRACTICE FINANCIAL GROUP

AUM

$295M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PFG INVESTMENTS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7342122

Firm CRD# 289256

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chad K Rogers offer?

Chad K Rogers specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Oregon for a consultation.

What are Chad K Rogers's credentials?

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

Where is Chad K Rogers located?

Chad K Rogers is based in JACKSONVILLE, Oregon, working with PFG INVESTMENTS, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does Chad K Rogers charge for services?

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

How large is PFG INVESTMENTS, LLC?

PFG INVESTMENTS, LLC has approximately 23 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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