Donald
Rogers
Infinity Financial Services Advisory
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About this Advisor
Donald Rogers is a financial advisor based in Chula Vista, California, working with Infinity Financial Services Advisory. Donald has previously held positions at Paradise Charters, Don Rogers Insurance, Don Rogers Property Mgt, Don Rogers Tax Service, Western Equity Group, Inc, Jeffrey Matthews Financial Group LLC, Infinity Financial Services, and Infinity Financial Services Advisory. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Donald is part of Infinity Financial Services Advisory, which operates out of Chula Vista, California. The firm has 33 offices and 37 employees. The firm manages assets totaling $145.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Infinity Financial Services Advisory includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Infinity Financial Services Advisory Brokerage Details
$145,046,777
37
901
$160,984
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Donald Rogers Work History
Infinity Financial Services
Infinity Financial Services Advisory
Paradise Charters
Don Rogers Insurance
Don Rogers Property Mgt
Don Rogers Tax Service
Jeffrey Matthews Financial Group LLC
Western Equity Group, Inc
Disclosures
Please visit the SEC profile of Donald 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 Infinity Financial Services Advisory
Oakland, CA
Oakland, CA
Oakland, CA
Oakland, CA
Oakland, CA
Oakland, CA
Oakland, CA
Oakland, CA
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