Alvin Rogers
Investment adviser representative at Financial Legacy Management, Nc.
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$153.1MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Financial Legacy Management, Nc.Apr 2026 to now
- Financial Legacy Management, IncSep 2006 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1997
State registrations
Registered as an investment adviser representative in 1 state (AR).
Financial Legacy Management, Nc.
Legal name: Financial Legacy Management, Inc.
$153.1MAssets managed
452Clients
4Advisers
2 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
- 2974071
- Firm CRD
- 136348