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Fon Rogers

Equity Advisors OF Kentucky Inc.

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About Fon Rogers

Fon Rogers is a financial advisor with Equity Advisors of Kentucky Inc. in Lexington, Kentucky. Fon has been in the industry since September 2014. Fon is a Certified Financial Planner™ and has a Series 65 license. Fon's areas of specialization include retirement planning, college savings, and estate planning. Fon is committed to providing personalized financial advice to help clients reach their financial goals.

Firm Information

Fon Rogers is currently registered with Equity Advisors OF Kentucky Inc.. Equity Advisors OF Kentucky Inc. is an investment advisor registered with the SEC and located in Lexington, Kentucky. The firm manages approximately $115,869,392 in assets for 621 clients. Equity Advisors OF Kentucky Inc. offers financial planning, pension consulting, and portfolio management for individuals and businesses.
Equity Advisors OF Kentucky Inc.

2201 REGENCY ROAD

LEXINGTON, KY 40503

$115.87M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Fon Rogers’s Registration & Firm History

KY

01/14/2022 - Present

Equity Advisors OF Kentucky Inc. (LEXINGTON KY)

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Licenses & Designations

IA

Issued 01/20/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Fon Rogers.
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