Unclaimed Profile

Frank Mandeville Rogers

WEBSTERROGERS FINANCIAL ADVISORS, LLC·FLORENCE, South Carolina

Clean record20 years registeredWEBSTERROGERS FINANCIAL ADVISORS, LLC

1411 SECOND LOOP ROAD, FLORENCE, SC 29505-2801CRD# 4585568Firm CRD# 121006

Profile Verification

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

Identity

Frank Mandeville Rogers · FLORENCE, SC

Registration

CRD #4585568 · WEBSTERROGERS FINANCIAL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEBSTERROGERS FINANCIAL ADVISORS, LLC

WEBSTERROGERS FINANCIAL ADVISORS, LLC

Nov 2005 – Nov 2018

FLORENCE, SC

Registrations & Exams

Registration record

First registered · November 9, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEBSTERROGERS FINANCIAL ADVISORS, LLC

CRD 121006 · SEC 801-61500

AUM

$346M

Regulatory assets under management

Employees

734 client accounts

Services offered by WEBSTERROGERS FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEBSTERROGERS FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Frank Mandeville Rogers offer?

Frank Mandeville Rogers specializes in Financial Planning, Investment Management, Wealth Management.

What are Frank Mandeville Rogers's credentials?

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

Where is Frank Mandeville Rogers located?

Frank Mandeville Rogers is based in FLORENCE, South Carolina, last registered with WEBSTERROGERS FINANCIAL ADVISORS, LLC.

How does Frank Mandeville Rogers charge for services?

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

How large is WEBSTERROGERS FINANCIAL ADVISORS, LLC?

WEBSTERROGERS FINANCIAL ADVISORS, LLC has approximately 10 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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