RG
RG

Roger Goss

17 Years of Experience
San Antonio, TX
Broker

Roger Goss is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 17 years of industry experience. Roger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3500 Wiseman Blvd, San Antonio, TX, 78251-4321

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Roger owns Sunsetter LLC, a mobile home park in Mission, TX, and Sunsetter Property Management LLC, which pays the mobile home park manager. Roger spends minimal time on these activities due to an onsite manager and outside accounting.

Employment History
Current Registrations
Capital Client Group, INC.
August 2022 - Present · 3 yrs 9 mos
Capital Client Group, INC.
August 2022 - Present · 3 yrs 9 mos
Capital Client Group, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Invesco Advisers, INC.
May 2013 - September 2020 · 7 yrs 4 mos
Invesco Distributors, INC.Broker
February 2007 - September 2020 · 13 yrs 7 mos
State Registrations7 states
ARIAKSMONEOKTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.