Larry Rogers is a CFA-designated registered investment advisor at Naviter Wealth, LLC, based in Carlsbad, CA, with 4 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 361 clients with $1.9B 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
Carlsbad, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Naviter Wealth, LLC
Previous Registrations
Intelligence Driven Advisers, LLC
Silicon Hills Wealth Management
Aspireon Wealth Advisors, LLC
State Registrations2 states
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