Trent
Rogy
Oxford Wealth Group, LLC
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About this Advisor
Trent Rogy is a financial advisor based in Orlando, Florida, working with Oxford Wealth Group, LLC. Trent has previously held positions at Illinois Central College, Bradley University, Pearl Insurance, Arthur J. Gallagher, Rogy Financial Planning, LLC, Financial Engines Advisors L.L.C, Ignite Financial Planning, LLC, and Oxford Wealth Group. Trent has passed the Series 65 regulatory exam and is registered to provide services in Florida, South Carolina, and Texas. Currently, Trent is part of Oxford Wealth Group, LLC, which operates out of Orlando, Florida. The firm has 5 offices and 12 employees. The firm manages assets totaling $198.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Oxford Wealth Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oxford Wealth Group, LLC Brokerage Details
$198,868,022
12
1,190
$167,116
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Trent Rogy Work History
Oxford Wealth Group
Financial Engines Advisors L.L.C
Ignite Financial Planning, LLC
Rogy Financial Planning, LLC
Arthur J. Gallagher
Pearl Insurance
Bradley University
Illinois Central College
Disclosures
Please visit the SEC profile of Trent Rogy 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 Oxford Wealth Group, LLC
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Orlando, FL
Tampa, FL
Orlando, FL
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