Richard
Rogers
Townsquare Capital, LLC
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About this Advisor
Richard Rogers is a financial advisor who works in Provo, Utah who has 5 years of industry experience. Rogers is currently employed by Townsquare Capital, LLC. Their career trajectory has included roles at Green Street Mortgage Svs, Rgr Services, Elite Home Mortgage, Allegis Investment Services, Allegis Investment Advisors, Green Street Mortgage, Townsquare Capital, LLC and Dfpg Investments, Inc. Rogers has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Utah. Townsquare Capital, LLC is an advisory business based in Provo, UT. It has offices in 40 locations and a total of 89 financial advisors. It oversees $6 billion in assets under management among its 28,608 accounts, making it one of the largest firms in the country by assets under management. The firm advises 60 charitable organizations. Of its 28,608 client accounts, just 9% are held by high-net-worth clients who have greater than $1 million in assets. Townsquare Capital, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types billed by Townsquare Capital, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Townsquare Capital, LLC Brokerage Details
$6,244,414,527
89
28,608
$218,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Richard Rogers Work History
Richard has been registered as a financial advisor for 5 years.*
Dfpg Investments, Inc
Green Street Mortgage
Townsquare Capital, LLC
Rgr Services
Allegis Investment Services
Elite Home Mortgage
Allegis Investment Advisors
Green Street Mortgage Svs
Elite Home Mortgage
*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 Richard 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 Townsquare Capital, LLC
Provo, UT
Idaho Falls, ID
Provo, UT
Provo, UT
Provo, UT
Cedar Park, TX
Lehi, UT
Aurora, CO
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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