Roger Carter

from Sepio Capital, Lp
SEC regulated
Regulated Investment Advisor
Roger Carter is a financial advisor based in Utah, Salt Lake City, with 45 years of experience. Roger currently works for Sepio Capital, Lp. Roger maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Roger Carter works at Sepio Capital, Lp
Sepio Capital, Lp is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $2,747,425,817 of assets under management and employs about 29 people. Sepio Capital, Lp uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and share in etf profits after expenses.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
15 years
Fee structure
A percentage of assets under your management, fixed fees, performance-based fees and share in etf profits after expenses
Office location
2795 E Cottonwood Parkway, Suite 600, Salt Lake City, Utah, 84121

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