John
Rogers
Summit Financial
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About this Advisor
John Rogers is a financial advisor based in Hunt Valley, Maryland, working with Summit Financial. John has previously held positions at Lpl Financial LLC, Worthington Financial Partners, James Gang Pizzeria, Richland Golf Course, Riteway Valet, Cucina Massi, Lawn Haul LLC, Zumiez, Middletown Middle School, and Summit Investment Advisors, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, John is part of Summit Financial, which operates out of Hunt Valley, Maryland. The firm has 9 employees and manages assets totaling $196.5 million. The firm serves a variety of clients, including high-net-worth individuals. 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 Summit Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Financial Brokerage Details
$196,515,262
9
519
$378,642
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Rogers Work History
Summit Investment Advisors, Inc
Lpl Financial LLC
Worthington Financial Partners
Zumiez
Lawn Haul LLC
Riteway Valet
Cucina Massi
Richland Golf Course
James Gang Pizzeria
Middletown Middle School
Disclosures
Please visit the SEC profile of John 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 Summit Financial
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
Hunt Valley, MD
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