Wayne Rogers is a registered investment advisor at &partners, based in Midland, TX, with 20 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
600 N Marienfeld, Suite 310, Midland, TX, 79701
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Regulatory History (4)
Customer Dispute
January 2018Customer Dispute
July 2017Customer Dispute
August 2016Customer Dispute
November 2008Employment History
Current Registrations
&partners
&partners
&partnersBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mariner Investment GroupBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.