Greg Rogers is a registered investment advisor at Independent Advisor Alliance, LLC, based in Oregon City, OR, with 10 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
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IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
2895 S. Beavercreek Road, Suite 200, Oregon City, OR, 97045
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Regulatory History
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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Greg is the President, Owner, and CPA of Greg Rogers PC dba Rogers Financial Services since 2006. This activity is not investment-related and takes up all of Greg's time.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
Previous Registrations
Financial Advocates Investment Management
State Registrations1 state
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.