Rodolfo Benitez (CRD# 6675348) is an Investment Advisor Representative working at Primerica Advisors in Austin, TX and has over 7 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evolv Technologies | Liberty Hill, TX | Nov 2021 - Current | 2 |
| Pfs Investments Inc. | Austin, TX | Sep 2016 - Current | 7 |
| Primerica Financial Services | Austin, TX | Feb 2016 - Current | 8 |
| Aereon | Austin, TX | Sep 2019 - May 2020 | < 1 |
| Bosch Rexroth | Bethlehem, PA | May 2015 - Aug 2019 | 4 |
| Wfi | Houston, TX | May 2012 - Apr 2015 | 2 |
| Flare Industries | Austin, TX | May 2008 - Apr 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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