Stephanie Roderick (CRD# 7648989) is an Investment Advisor Representative working at Trinity Investment Management, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trinity Fiduciary Partners, LLC | Arlington, TX | Nov 2022 - Current | 1 |
| Trinity Fiduciary Partners | Arlington, TX | Apr 2021 - Current | 3 |
| Unemployed | St Louis, MO | Dec 2020 - Apr 2021 | < 1 |
| Dai, Inc. | Bethesda, MD | Jun 2020 - Nov 2020 | < 1 |
| Tufts University | Medford, MA | Sep 2018 - Aug 2020 | 1 |
| Americorps | Boston, MA | Mar 2018 - Aug 2018 | < 1 |
| David Kodner Personal Jeweler | Clayton, MO | Mar 2016 - Feb 2018 | 1 |
| Saint Louis University | St Louis, MO | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- IL
- NC
- TX
-
Total Assets Under Management115MILLIONS
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$1,400,282
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, MI, NC, TX
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