Dana Eric Williams
Investment adviser representative at Rogers Wealth Group, Inc.
19 yearsExperience
1 stateRegistered in
$1BFirm assets
30 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Rogers Wealth Group, Inc.Sep 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rogers Wealth Group, Inc.
$1BAssets managed
434Clients
8Advisers
30 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
- 6323795
- Firm CRD
- 107409