Rodrigo Huerta, financial advisor Mclean VA

Rodrigo Huerta

CRD Number: 6581946
Current Firm: West Financial Services, Inc.
Compensation Model: Fee Only

Rodrigo Huerta (CRD# 6581946) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has more than 10 years of experience in the Wealth Management and Advisory field.

 

Rodrigo has taken additional exams to become a Certified Investment Management Analys (CIMA®) with the "Investment Management Consultants Association (IMCA)". CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.

CONTACT
Advisory Practice Details
Services Offered:
  • Retirement planning
  • Tax planning
  • Investment management
  • Estate planning
  • Charitable planning
  • Employer retirement plans
  • Social security and retirement income
  • Concentrated / highly appreciated positions
  • Stock options / restricted stock
  • Life
  • Long-term care
  • College preparation
  • Divorce
Customer Specialties:
  • Business executives
  • Entrepreneurs
  • Government employees
  • Medical professionals
  • Small business owners
Pricing Model:

Fee Only pricing. 

Company Name Location Dates Years
West Financial Services, Inc. Mclean, VA Aug 2017 - Current 6
Aegis Wealth Management LLC Bethesda, MD Apr 2016 - Aug 2017 1
Aegis Wealth Management LLC Bethesda, MD Oct 2009 - Apr 2016 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for Rodrigo Huerta
By the Numbers
  • Total Assets Under Management
    1,899
    MILLIONS
  • Total Number of Accounts
    2,545
    ACCOUNTS
  • Average Account Value
    $746,047
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, DE, FL, GA, IL, MA, MD, MI, MN, NC, NH, NJ, NY, PA, SC, TN, TX, VA

Ready to hire a financial advisor? Get competitive proposals from Rodrigo Huerta and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.