Diana
Rogers
Trutoro
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About this Advisor
Diana Rogers is a financial advisor based in Conway, Arkansas, working with Trutoro. Diana has previously held positions at Raymond James Financial Services, Inc, Rogers Financial Services / Independent Ins, Raymond James Financial Services Advisors, Inc, and Veritas Independent Partners, LLC. Diana has passed the Series 66 regulatory exam and is registered to provide services in Arkansas and Montana. Currently, Diana is part of Trutoro, which operates out of Conway, Arkansas. The firm has 10 offices and 17 employees. The firm manages assets totaling $138.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Trutoro includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trutoro Brokerage Details
$138,685,287
17
1,250
$110,948
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Diana Rogers Work History
Veritas Independent Partners, LLC
Raymond James Financial Services Advisors, Inc
Rogers Financial Services / Independent Ins
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of Diana Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Trutoro
Russellville, AR
Conway, AR
Conway, AR
Conway, AR
Cabot, AR
Conway, AR
Conway, AR
Conway, AR
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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