Thomas
Rogers
Financial Transparency
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About this Advisor
Thomas Rogers is a financial advisor based in Tavares, Florida, working with Financial Transparency. Thomas has previously held positions at Wealth Strategies, Sweetwater Law Offices, Plc, Cssc Brokerage Services, Inc, Trustee Empowerment & Protection, Inc, and Envision Financial Transparency, LLC. Thomas has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Thomas is part of Financial Transparency, which operates out of Tavares, Florida. The firm has 12 offices and 15 employees. The firm manages assets totaling $295.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 Financial Transparency includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Transparency Brokerage Details
$295,289,685
15
508
$581,279
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Rogers Work History
Envision Financial Transparency, LLC
Wealth Strategies
Sweetwater Law Offices, Plc
Cssc Brokerage Services, Inc
Trustee Empowerment & Protection, Inc
Disclosures
Please visit the SEC profile of Thomas 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 Financial Transparency
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