Fon
Rogers
Equity Advisors Of Kentucky Inc
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About this Advisor
Fon Rogers is a certified financial planner based in Waddy, Kentucky with a total of 1 year of industry experience. Rogers is an advisor for Equity Advisors Of Kentucky Inc. The advisor has gained experience at Equity Advisors Of Kentucky and University Of Kentucky. Rogers maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Kentucky. Equity Advisors Of Kentucky Inc is a registered investment company that has its headquarters in Waddy, KY. It has just five employees. It controls $106 million in assets under management among its 781 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 781 client accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees depend on which services are provided. Fee types billed by Equity Advisors Of Kentucky Inc can include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equity Advisors Of Kentucky Inc Brokerage Details
$105,515,129
5
781
$135,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Fon Rogers Work History
Fon has been registered as a financial advisor for 1 years.*
Equity Advisors Of Kentucky
University Of Kentucky
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Fon 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 Equity Advisors Of Kentucky Inc
Lewis Center, OH
Waddy, KY
Waddy, KY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
