Clay Rogers
Investment adviser representative at Teamwork Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1BFirm assets
7 yearsFirm in business
Are you Clay Rogers? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Teamwork Financial Advisors, LLCDec 2021 to now
- Teamwork Financial Group LLCNov 2018 to now
- Extreme Escape Live Action GamesJun 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Teamwork Financial Advisors, LLC
$1BAssets managed
2,485Clients
11Advisers
7 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
- 7584976
- Firm CRD
- 165237