Roger Anthony Pogorelc
Investment adviser representative at Efs Advisors
17 yearsExperience
10 statesRegistered in
$2.4BFirm assets
22 yearsFirm in business
Are you Roger Anthony Pogorelc? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Efs AdvisorsJan 2009 to now
- Advanced Advisor Group, LLCJan 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, FL, HI, IL, KS, MN, NM, WA, WI).
Efs Advisors
Legal name: Efs Advisors LLC
$2.4BAssets managed
21,701Clients
38Advisers
22 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
- 3084918
- Firm CRD
- 115211