Unclaimed Profile

William Walker Harrell

ROGERS WEALTH GROUP, INC.·FORT WORTH, Texas

Clean record28 years registeredROGERS WEALTH GROUP, INC.

1330 SUMMIT AVENUE, FORT WORTH, TX 76102CRD# 4588888Firm CRD# 107409

Profile Verification

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

Identity

William Walker Harrell · FORT WORTH, TX

Registration

CRD #4588888 · ROGERS WEALTH GROUP, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROGERS WEALTH GROUP, INC.

ROGERS WEALTH GROUP, INC.

May 1998 – Nov 2020

FORT WORTH, TX

Registrations & Exams

Registration record

First registered · May 1, 1998

Years registered · 28

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 William Walker Harrell offer?

William Walker Harrell specializes in Investment Management, Wealth Management.

What are William Walker Harrell's credentials?

William Walker Harrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Walker Harrell located?

William Walker Harrell is based in FORT WORTH, Texas, last registered with ROGERS WEALTH GROUP, INC..

How does William Walker Harrell charge for services?

William Walker Harrell'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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