linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Walton Rogers

Potomac Fund Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Walton Rogers

Michael Walton Rogers is a registered Investment Advisor Representative. Michael has been working in the financial industry since 1993 and holds multiple industry licenses. Michael is currently registered with Potomac Fund Management. Michael previously worked for True North Wealth Strategies, LLC, Vita Advisory Solutions, PGR Solutions, Rogers Trophy & Sign Company and several other firms. Michael has experience in various investment areas including portfolio management for individuals, businesses and investment companies, as well as publication of periodicals.

Firm Information

Michael Rogers is currently registered with Potomac Fund Management. Potomac Fund Management is an investment advisor based in MIAMI, FL. The firm provides portfolio management for individuals, investment companies, and publishes periodicals. Potomac Fund Management manages $1.39 billion in assets for 2,289 clients.
Potomac Fund Management

777 BRICKELL AVE.

MIAMI, FL 33131

$1.39B

Assets Under Management

38

Total Clients

19

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Rogers’s Registration & Firm History

FL

11/07/2022 - Present

Potomac Fund Management (MIAMI FL)

TX

10/25/2004 - 11/24/2006

PROEQUITIES, INC. (TEXARKANA TX)

CA

08/25/2004 - 09/08/2004

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

NY

07/28/1997 - 02/16/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MO

07/06/1995 - 08/28/1997

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

TX

11/01/1993 - 06/21/1995

BSC SECURITIES L.C. (LONGVIEW TX)

Not sure if Michael Walton Rogers is right for you?

Licenses & Designations

IA

Issued 07/16/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/07/1994

Series 7 - General Securities Representative Examination

BC

Issued 10/29/1993

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Walton Rogers.
Not sure if Michael Walton Rogers is right for you?