Phillip Rogerson is a CFA-designated registered investment advisor at Assetmark, INC., based in Seattle, WA, with 17 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Assetmark Brokerage, LLC
Assetmark Brokerage, LLCBroker
Assetmark, INC.
Previous Registrations
Envestnet Securities, INC.Broker
United Capital Financial Advisers
Russell Investments
Russell Investments Financial Services, LLCBroker
State Registrations1 state
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