Gina
Rogers

Advisors Asset Management, Inc

CRD#6527562
Investment Advisor
in Boerne, TX

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About this Advisor

Gina Rogers is a financial advisor based in Boerne, Texas, working with Advisors Asset Management, Inc. Gina has previously held positions at Advisors Asset Management, Inc and The University Of Texas At San Antonio. Gina has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Gina is part of Advisors Asset Management, Inc, which operates out of Boerne, Texas. The firm has 9 offices and 272 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

28025 Ih-10 West
Boerne, TX 78006

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Advisors Asset Management, Inc Brokerage Details

Total Assets Under Management

$3,853,640,375

TX Average: $2,349,664,866
Total Number of Employees

272

TX Average: 28
Total Number of Accounts

1,767

TX Average: 1,101
Average Account Size

$2,180,894

TX Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Gina Rogers Work History

2015 - Present (9 years)

Advisors Asset Management, Inc

2012 - 2015 (3 years)

The University Of Texas At San Antonio

Disclosures

Please visit the SEC profile of Gina 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 Advisors Asset Management, Inc

Evangeline Kanaris
Lisle, IL
Frederick Weihmiller
Monument, CO
Nicholas Gregoire
Boerne, TX
Brian Winkler
Melville, NY
Robert Wilkinson
Doylestown, PA
German Diaz
Dallas, TX
Casey Gage
Boerne, TX
Michael Pucci
Melville, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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