Rodney Flannery, financial advisor Columbus OH
90 score

Rodney Flannery

CRD Number: 5591098
Current Firm: Advantage Investment Management, LLC

Rodney Flannery (CRD# 5591098) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Columbus, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Dublin, OH Jul 2012 - Current 4
Advantage Investment Management, LLC Dublin, OH Jul 2012 - Current 4
Wedgewood Business Solutions, LLC Powell, OH Feb 2001 - Current 15
Oneamerica Indianapolis, IN Nov 2009 - Jan 2015 5
Aviva Usa Corporation Des Moines, IA Sep 2008 - Jul 2014 5
Dome Financial Services Columbus, OH May 2008 - Jul 2014 6
National Planning Corporation Dublin, OH Jul 2010 - Jul 2012 2
Ameritas Investment Corp Lincoln, NE Sep 2008 - Jun 2010 1
Melaleuca, Inc. Idaho Falls, ID Jan 2001 - Jun 2010 9
Guardian Enterprise Group, Inc. Columbus, OH Apr 2006 - May 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Rodney T. Flannery
Phone Number: 319-366-7300
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    564
    MILLIONS
  • Total Number of Accounts
    3,956
    ACCOUNTS
  • Average Account Value
    $142,513
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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