Wells Fargo Advisors
46yrs
Top advisor by experience in Augusta
34yrs
William Rogers
Full name on record: William Joseph Rogers
Financial advisor at Ameriprise Financial Services
Based in Augusta, Georgia, William Rogers is a fiduciary financial advisor with 34 years of industry experience. William has been with Ameriprise Financial Services since 2003. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 182 advisors with offices in Augusta, and one of 167 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience in Georgia
Office116 Cooper Dr Suite B, Augusta, GA 30907
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2003 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call William’s local office at (706) 312-2000 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for William Rogers.
How long has William been a financial advisor?
William has been in the industry since 1992, about 34 years. Top 9% by experience in Georgia.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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