Rodrigo Huerta
CRD Number: 6581946Current 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.
- 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
- Business executives
- Entrepreneurs
- Government employees
- Medical professionals
- Small business owners
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 |
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Total Assets Under Management1,899MILLIONS
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Total Number of Accounts2,545ACCOUNTS
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Average Account Value$746,047
CA, CO, DC, DE, FL, GA, IL, MA, MD, MI, MN, NC, NH, NJ, NY, PA, SC, TN, TX, VA
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