Roderick LattaCRD Number: 1423978
Current Firm: Intrusco Financial Services LLC
Roderick Latta (CRD# 1423978) is an Investment Advisor Representative working at Intrusco Financial Services LLC in Fort Worth, TX and has over 32 years of experience in the finance industry.
Box Financial Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Schulz Wealth, Ltd.
|Intrusco Financial Services LLC||Fort Worth, TX||Apr 2015 - Current||2|
|Intrusco Associates, Inc.||Ft. Worth, TX||Oct 1995 - Current||22|
|Proequities, Inc.||Ft. Worth, TX||Jul 2001 - Sep 2015||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1986|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Total Assets Under Management7MILLIONS
Total Number of Accounts61ACCOUNTS
Average Account Value$109,836
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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