Marco Rodriguez, financial advisor El Paso TX

Marco Rodriguez

CRD Number: 6398971
Current Firm: Finhabits Advisors, LLC

Marco Rodriguez (CRD# 6398971) is an Investment Advisor Representative working at Finhabits Advisors, LLC in El Paso, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Finhabits Advisors LLC El Paso, TX May 2021 - Current < 1
Wells Fargo Clearing Services LLC Las Cruces, NM Jan 2018 - Apr 2021 3
Bbva Wealth Solutions Inc. El Paso, TX Nov 2017 - Jan 2018 < 1
Bbva Compass Insurance Agency Inc. Austin, TX Nov 2017 - Jan 2018 < 1
Bbva Securities Inc. El Paso, TX Sep 2017 - Jan 2018 < 1
Compass Bank Birmingham, AL Aug 2017 - Jan 2018 < 1
Continental Garcia Motors El Paso, TX Nov 2014 - Dec 2017 3
Charles Schwab El Paso, TX Sep 2014 - Aug 2017 2
Inter National Bank El Paso, TX Dec 2013 - Sep 2014 < 1
First Convenience Bank El Paso, TX Nov 2013 - Dec 2013 < 1
Unemployed El Paso, TX Jun 2013 - Nov 2013 < 1
Raymond James Financial Services El Paso, TX Aug 2007 - May 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Marco A. Rodriguez
Phone Number: 212-596-7292
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    65
    MILLIONS
  • Total Number of Accounts
    91,020
    ACCOUNTS
  • Average Account Value
    $718
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, WA, WI, WY

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