William
Rogers
Qapital Invest, LLC
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About this Advisor
William Rogers is a financial advisor working in Houston, Texas. Rogers is on the advisory team at Qapital Invest, LLC. The advisor has gained experience at Ascendant Advisors, LLC, Qapital Invest, LLC and Venturi Private Wealth. Rogers maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Texas. Qapital Invest, LLC is a firm that has its headquarters in New York, NY. It oversees $34 million in total assets among its 21,480 customer accounts, making it one of the smaller investment advisory firms in the nation by assets under management. The advisory firm provides portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by Qapital Invest, LLC typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Qapital Invest, LLC Brokerage Details
$34,150,801
2
21,480
$1,590
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
William Rogers Work History
William has been registered as a financial advisor for 0 years.*
Venturi Private Wealth
Qapital Invest, LLC
Ascendant Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William 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 Qapital Invest, LLC
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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