Phillip Dane Rogerson is an investment adviser representative (IAR) with state registration records since 2008, appearing at 3 firms. Currently registered with ASSETMARK, INC..
| Firm | From | To | Current |
|---|---|---|---|
| ASSETMARK, INC. | 2025-10-07 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2017-08-17 | 2018-03-01 | — |
| RUSSELL INVESTMENT MANAGEMENT, LLC | 2008-03-13 | 2017-01-06 | — |