Rodney Jarrell CPA, CFP®, IAR (CRD# 6386637) is an Investment Advisor Representative working at Global Financial Private Capital, LTD in Carrollton, TX and has 35 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jarrell Tax Planning | Carrollton, TX | Apr 2021 - Current | 2 |
| Simplicity Wealth, LLC | Summit, NJ | Jul 2019 - Current | 3 |
| Just Mortgages, Inc. | Carrollton, TX | Sep 2017 - Current | 5 |
| University Of Dallas | Irving, TX | Mar 2017 - Current | 6 |
| Lakeview Financial Solutions | Carrollton, TX | Feb 2009 - Current | 14 |
| Global Financial Private Capital, LLC | Sarasota, FL | Aug 2015 - Oct 2016 | 1 |
| Gradient Home Mortgage | Arden Hills, MN | Sep 2013 - Oct 2015 | 2 |
| Financial Security Services Group, Inc. | Grapevine, TX | Aug 2014 - Jul 2015 | < 1 |
| Sfmc, LP | Richardson, TX | Oct 2012 - Sep 2013 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management201MILLIONS
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Total Number of Accounts2,342ACCOUNTS
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Average Account Value$85,839
- A percentage of assets under your management
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