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PR

Paul Rogers

5 Years of Experience
Mckinney, TX
BrokerSells Insurance

Paul Rogers is a registered investment advisor, based in Mckinney, TX, with 5 years of industry experience.

Location

6928 Mediterranean Dr, Ste 200, Mckinney, TX, 75072

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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 ActivitiesSells Insurance

Paul is an insurance agent selling fixed life, annuity, disability income, health, long-term care, Medicare supplements, and group products, dedicating nearly full-time hours to this. He also works for McKinney Wealth Management as registered administrative staff and an advisor, and for Kestra Advisory Services as an advisor.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
March 2022 - Present · 4 yrs 2 mos
Kestra Advisory Services, LLC
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Principal Securities, INC.
July 2020 - February 2022 · 1 yr 7 mos
Principal Securities, INC.Broker
July 2020 - February 2022 · 1 yr 7 mos
State Registrations4 states
CACOTXUT
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.
Paul Rogers - Financial Advisor | TrueAdvisor