Ameritas Investment Corp
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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
Years of Experience
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Ameritas Investment Corp Brokerage Details
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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.
Ameritas Life Insurance Corp Of New York
Rogers & Associates
Ameritas Life Insurance
Ameritas Investment Corp
Union Central Life Insurance
Park South Group
Acacia Life Insurance
Carl Rogers has disclosures.
Please visit their SEC profile for more details.