Rodney Acord, financial advisor Fairfield CA

Rodney Acord

CRD Number: 2675476
Current Firm: Lincoln Financial Advisors Corporation

Rodney Acord (CRD# 2675476) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fairfield, CA and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Advisors Corporation San Ramon, CA Oct 1995 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S65 NASAA Investment Advisors Law Examination Mar 1999
Disclosure Information

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
Contact Info for Rodney S. Acord
Phone Number: 800-237-3813
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    36,787
    MILLIONS
  • Total Number of Accounts
    111,465
    ACCOUNTS
  • Average Account Value
    $330,036
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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