Michael
Rogers
Potomac Fund Management
Answer a few questions and
get matched with an advisor.
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
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Potomac Fund Management Brokerage Details
$1,393,170,206
24
2,289
$608,637
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
Potomac Fund Management
True North Wealth Strategies, LLC
Flexible Plan Investments, LTD
True North Wealth Strategies, LLC
Vita Advisory Solutions
Pgr Solutions
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
Miami, FL
Salem, VA
Miami, FL
Miami, FL
Miami, FL
Texarkana, TX
Henrico, VA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
