AdvisorOS Directory
Claim Profile
CR

Chad K Rogers

PFG INVESTMENTS, LLC·JACKSONVILLE, Oregon
Unclaimed Profile
725 N. 5TH STREET, JACKSONVILLE, OR 97530CRD# 7342122Firm CRD# 289256
01

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.

02

Focus Areas

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

Firm Overview

Firm
PFG INVESTMENTS, LLC
PRACTICE FINANCIAL GROUP
AUM
$295M
Regulatory assets under management
Employees
23
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7342122
Firm CRD# 289256
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSONVILLE?

Browse all registered financial advisors in JACKSONVILLE, Oregon or claim this profile if it's yours.

Browse JACKSONVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in JACKSONVILLE
Brooke Cutler Ashland — CUTLER INVESTMENT COUNSEL, LLCCarol Sue Fischer — CUTLER INVESTMENT COUNSEL, LLCMatthew Cutler Patten — CUTLER INVESTMENT COUNSEL, LLCErich Mark Patten — CUTLER INVESTMENT COUNSEL, LLCWilliam Charles Beggs — CUTLER INVESTMENT COUNSEL, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile