Rainey Steven Rogers
Investment adviser representative at Kestra Advisory Services, LLC
28 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Kestra Advisory Services, LLCFeb 2022 to now
- Kestra Investment Services, LLCFeb 2022 to now
- Principal Securities IncMar 2016 to Feb 2022
- Rogers-tate Financial GroupNov 2013 to Mar 2021
- Principal Life Insurance CompanyJul 1998 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1839823
- Firm CRD
- 283330