Marston
Rogers

Ameritas Advisory Services, LLC

CRD#2314714
Investment Advisor
in Gulfport, MS

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About this Advisor

Marston Rogers is a financial advisor based out of Gulfport, Mississippi with 2 years of relevant experience. Rogers is an employee of Ameritas Advisory Services, LLC. Their career trajectory has included roles at Ameritas Investment Corp, L&K Investments, LLC, Rogers Insurance, Inc, Marston Rogers Group and Ameritas Advisory Services, LLC. Rogers maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Mississippi. Ameritas Advisory Services, LLC is a firm that has its headquarters in Lincoln, NE. The company has offices in 248 locations and a total of 592 advisors. It oversees $9 billion in assets under management across its 35,218 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 38 charities and foundations. Of its 35,218 customer accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. Ameritas Advisory Services, LLC has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Ameritas Advisory Services, LLC can be comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

15431 Oneal Rd Ste B
Gulfport, MS 39503

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

MS Average: $1,978,216,465
Total Number of Employees

592

MS Average: 226
Total Number of Accounts

35,218

MS Average: 7,467
Average Account Size

$242,342

MS Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Marston Rogers Work History

Marston has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2012 - Present (12 years)

Marston Rogers Group

2011 - Present (13 years)

Ameritas Investment Corp

1996 - Present (28 years)

L&K Investments, LLC

1985 - Present (39 years)

Rogers Insurance, Inc

*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 Marston 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 Ameritas Advisory Services, LLC

Louay Elhadj
Placerville, CA
Eric Stevens
Exeter, CA
Christopher Riel
San Ramon, CA
Greggory Glass
Overland Park, KS
Elizabeth Fowlks
Sudbury, MA
Patrick Kim
Los Angeles, CA
Amanda Ross
Appleton, WI
Jaclyn Bautista
Tampa, FL

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.

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