Carl
Rogers

Ameritas Investment Corp

CRD#1144569
Investment Advisor
in Charlotte, NC
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About this Advisor

Carl Rogers is a financial advisor who is based out of Charlotte, North Carolina. Currently a registered investment advisor at Ameritas Investment Corp, they have gathered 14 years of professional experience as a financial advisor. Rogers has a Series 63 license, designating the advisor as a securities representative. Rogers is able to advise investors in North Carolina. Rogers has gained experience at Rogers & Associates, Ameritas Life Insurance, Ameritas Investment Corp, Curves, Union Central Life Insurance, Park South Group, Acacia Life Insurance and Ameritas Life Insurance Corp Of New York. Ameritas Investment Corp is based out of Charlotte, North Carolina, and operates out of 305 other brick-and-mortar locations in the nation. Overall, Ameritas Investment Corp oversees $4 billion in assets across 8,249 accounts and retains more than 675 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 1,045 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Ameritas Investment Corp can offer 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. The firm's fees may include asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

14 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, Performance-based Fees, Others

Disclosures

Yes

Office Location

11440 Carmel Commons Blvd Ste 209
Charlotte, NC 28226

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Ameritas Investment Corp Brokerage Details

Total Assets Under Management

$4,305,678,310

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

675

NC Average: 226
Total Number of Accounts

8,249

NC Average: 7,467
Average Account Size

$521,964

NC Average: $264,928

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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

Carl Rogers Work History

Carl has 14 years of experience.

2010 - Present (9 years)

Ameritas Life Insurance Corp Of New York

2008 - Present (11 years)

Rogers & Associates

2008 - Present (11 years)

Ameritas Life Insurance

2008 - Present (11 years)

Ameritas Investment Corp

2008 - 2011 (3 years)

Union Central Life Insurance

2008 - Present (11 years)

Park South Group

2008 - 2011 (3 years)

Acacia Life Insurance

2004 - 2010 (6 years)

Curves

Disclosures

Carl Rogers has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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