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William Walker Harrell

ROGERS WEALTH GROUP, INC.·FORT WORTH, Texas
Unclaimed Profile
1330 SUMMIT AVENUE, FORT WORTH, TX 76102CRD# 4588888Firm CRD# 107409
01

About

William Walker Harrell is a registered financial advisor based in FORT WORTH, Texas, affiliated with ROGERS WEALTH GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
ROGERS WEALTH GROUP, INC.
ROGERS WEALTH GROUP, INC.
AUM
$838M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at ROGERS WEALTH GROUP, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4588888
Firm CRD# 107409
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Walker Harrell offer?
William Walker Harrell specializes in Investment Management, Wealth Management. Contact their office in FORT WORTH, Texas for a consultation.
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, working with ROGERS WEALTH GROUP, INC.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
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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Other advisors in FORT WORTH
Clintton Daniel Crane — WPWEALTH LLPSmith Asher Brownlie — RAZ PROPERTY INVESTMENTS GP, LLCAnthony James Loth — RAZ PROPERTY INVESTMENTS GP, LLCRyan William Horstman — VORTUS INVESTMENT ADVISORS, LLCBrian Joseph Mueller — ROGERS WEALTH GROUP, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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