Tracy Rogers
Membro del Comitato di Investimento presso Old Port Advisors, Inc.
Profilo
Mr. Tracy W.
Rogers is a Vice President & Senior Wealth Advisor at Old Port Advisors, Inc. Offering more than 15 years experience as a Financial Advisor, he manages individual portfolios and provides advises several retirement plans.
Mr. Rogers specializes in wealth management and financial planning concepts and works closely with Old Port Advisors clients and staff to implement them.
He spends a good portion of his time teaching these concepts to participant groups in retirement plans and has developed an education model that makes Old Port Advisors unique.
In addition to overseeing wealth management, he is Chief Compliance Officer and part of senior management and the Investment Policy Committee.
Mr. Rogers started his career at American Express Financial Advisors and was an Advisor Coach before going independent in 2002.
He attended Colorado State University where he studied business.
Posizioni attive di Tracy Rogers
| Società | Posizione | Inizio |
|---|---|---|
Old Port Advisors, Inc.
 Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Membro del Comitato di Investimento | 01/01/2004 |
Formazione di Tracy Rogers
| Colorado State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Old Port Advisors, Inc.
Old Port Advisors, Inc. Investment ManagersFinance Old Port Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded by Fredric W. Williams in 1994 as Investment Management & Consulting Group, Inc. and changed their business name to Old Port Advisors, Inc. in 2014. They provide personalized Investment Management, Financial Planning, and Wealth Management services to individuals, trusts, estates, and charitable organizations, as well as business clients. In addition to these services, the firm provides Fiduciary Consulting to employers and retirement plan sponsors. | Finance |
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