Unclaimed Profile

Matthew Phillip Lankford

ROGERS WEALTH GROUP, INC.·FORT WORTH, Texas

Series 7, Series 66Clean record21 years registeredROGERS WEALTH GROUP, INC.

1330 SUMMIT AVENUE, FORT WORTH, TX 76102CRD# 4680357Firm CRD# 107409

Profile Verification

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

Identity

Matthew Phillip Lankford · FORT WORTH, TX

Registration

CRD #4680357 · ROGERS WEALTH GROUP, INC. · 21 years registered

Brand Profile

Not yet started

Career History

ROGERS WEALTH GROUP, INC.

Sep 2005 – present

TRIAD ADVISORS, INC.

Dec 2004 – Jul 2005

BIRMINGHAM, AL

LINCOLN FINANCIAL ADVISORS CORPORATION

Oct 2004 – Dec 2004

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 14, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROGERS WEALTH GROUP, INC.

CRD 107409 · SEC 801-51602

AUM

$838M

Regulatory assets under management

Employees

817 client accounts

Services offered by ROGERS WEALTH GROUP, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ROGERS WEALTH GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Phillip Lankford offer?

Matthew Phillip Lankford specializes in Investment Management, Wealth Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Matthew Phillip Lankford's credentials?

Matthew Phillip Lankford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Phillip Lankford located?

Matthew Phillip Lankford is based in FORT WORTH, Texas, working with ROGERS WEALTH GROUP, INC.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Matthew Phillip Lankford charge for services?

Matthew Phillip Lankford'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 WEALTH GROUP, INC.?

ROGERS WEALTH GROUP, INC. has approximately 21 employees and manages $838M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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