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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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
01/14/2022 - Present
Equity Advisors OF Kentucky Inc. (LEXINGTON KY)
IA
Issued 01/20/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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