Michael
Rogers

Potomac Fund Management

CRD#2419547
Investment Advisor
in Texarkana, TX

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About this Advisor

Michael Rogers is a financial advisor based in Texarkana, Texas, working with Potomac Fund Management. Michael has previously held positions at Flexible Plan Investments, LTD, True North Wealth Strategies, LLC, Rogers Trophy & Sign Company, Pgr Solutions, Vita Advisory Solutions, and Potomac Fund Management. Michael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Potomac Fund Management, which operates out of Texarkana, Texas. The firm has 24 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and the publication of newsletters. The fee structure at Potomac Fund Management includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

Texarkana, TX

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Potomac Fund Management Brokerage Details

Total Assets Under Management

$1,393,170,206

TX Average: $1,855,561,029
Total Number of Employees

24

TX Average: 62
Total Number of Accounts

2,289

TX Average: 2,474
Average Account Size

$608,637

TX Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Publication of periodicals or newsletters

Michael Rogers Work History

2022 - Present (2 years)

Potomac Fund Management

2022 - 2022 (< 1 year)

True North Wealth Strategies, LLC

2020 - 2022 (2 years)

Flexible Plan Investments, LTD

2020 - 2020 (< 1 year)

True North Wealth Strategies, LLC

2019 - 2020 (1 year)

Vita Advisory Solutions

2016 - 2019 (3 years)

Pgr Solutions

2012 - 2016 (4 years)

Rogers Trophy & Sign Company

Disclosures

Please visit the SEC profile of Michael 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 Potomac Fund Management

Linwood Reynolds
Salem, VA
Wes Mccrimmon
Miami, FL
Jonathon Lovingood
Miami, FL
Kolby White
Henrico, VA
Jonathan Fecko
Miami, FL
Jon Ferraiolo
Miami, FL
Michael Rogers
Texarkana, TX
Emilio Estrada
Miami, FL

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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