Roger
Nagel

Archer Investment Corporation

CRD#6998709
Investment Advisor
in Rio Rancho, NM

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About this Advisor

Roger Nagel is a personal financial specialist based out of Rio Rancho, New Mexico with a total of 5 years of industry experience. Nagel is on the advisory team at Archer Investment Corporation. Their career trajectory has included roles at Archer Investment Corporation and Nagel Cpas, LLC. Nagel is registered to serve investors in New Mexico. Archer Investment Corporation is a financial advisory company based out of Carmel, IN. The company has offices in 84 locations and a total of 87 advisors. It manages $603 million in assets between its 3,815 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 3,815 accounts, just 3% are associated with high-net-worth investors who have more than $1 million in investable assets. Archer Investment Corporation offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types charged by Archer Investment Corporation typically consist of asset-based fees.

Certifications and Registrations

Personal Financial Specialist

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

2240 Grande Blvd Se Suite 103
Rio Rancho, NM 87124

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Archer Investment Corporation Brokerage Details

Total Assets Under Management

$602,923,205

NM Average: $1,347,246,178
Total Number of Employees

87

NM Average: 46
Total Number of Accounts

3,815

NM Average: 1,775
Average Account Size

$158,040

NM Average: $759,012

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Roger Nagel Work History

Roger has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Archer Investment Corporation

2007 - Present (17 years)

Nagel Cpas, LLC

*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 Roger Nagel 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 Archer Investment Corporation

Sanjay Asija
Barrington, IL
Barbara Hollis
Carmel, IN
Mason Heyde
Carmel, IN
James Ogan
Carmel, IN
Gabriel Cena
Woodland Hills, CA
Jonathan Loc
Rosemead, CA
Michael Tannenbaum
Altamonte Springs, FL
Raj Goenka
Bethesda, MD

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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