Unclaimed Profile

Michael Walton Rogers

VITA ADVISORY SOLUTIONS INC·TEXARKANA, Texas

SIE, Series 6, Series 7, Series 11, Series 63, Series 65Clean record18 years registeredVITA ADVISORY SOLUTIONS INC

4 CINDYWOOD DRIVE, TEXARKANA, TX 75503CRD# 2419547Firm CRD# 304759

Profile Verification

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

Identity

Michael Walton Rogers · TEXARKANA, TX

Registration

CRD #2419547 · VITA ADVISORY SOLUTIONS INC · 18 years registered

Brand Profile

Not yet started

Career History

POTOMAC

Nov 2022 – present

TRUE NORTH WEALTH STRATEGIES

Jun 2022 – Oct 2022

TEXARKANA, TX

FLEXIBLE PLAN INVESTMENTS LTD

Dec 2020 – May 2022

BLOOMFIELD HILLS, MI

TRUE NORTH WEALTH STRATEGIES

Sep 2020 – Nov 2020

TEXARKANA, TX

VITA ADVISORY SOLUTIONS INC

Oct 2019 – Dec 2020

TEXARKANA, TX

PGR SOLUTIONS, LLC

Mar 2016 – Aug 2019

SAN JOSE, CA

RESOURCE WEALTH MANAGEMENT, LLC

Sep 2013 – Jun 2014

MELISSA, TX

LINDNER CAPITAL ADVISORS, INC.

Sep 2009 – Dec 2012

MARIETTA, GA

SYMMETRY PARTNERS

Jul 2008 – Apr 2009

GLASTONBURY, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 11

Series 63

Series 65

Registration record

First registered · July 17, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VITA ADVISORY SOLUTIONS INC

CRD 304759 · SEC 801-117286

AUM

$32M

Regulatory assets under management

Employees

123 client accounts

Services offered by VITA ADVISORY SOLUTIONS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VITA ADVISORY SOLUTIONS INC →

Introduction

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Frequently Asked Questions

What services does Michael Walton Rogers offer?

Michael Walton Rogers specializes in Financial Planning, Investment Management. Contact their office in TEXARKANA, Texas for a consultation.

What are Michael Walton Rogers's credentials?

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

Where is Michael Walton Rogers located?

Michael Walton Rogers is based in TEXARKANA, Texas, working with VITA ADVISORY SOLUTIONS INC. Their office serves clients in the TEXARKANA metropolitan area and surrounding communities.

How does Michael Walton Rogers charge for services?

Michael Walton 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 VITA ADVISORY SOLUTIONS INC?

VITA ADVISORY SOLUTIONS INC has approximately 4 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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