Melissa Rodriguez (CRD# 6616191) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Georgetown, TX and has over 2 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3168949
Next Financial Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Georgetown, TX | May 2023 - Current | 1 |
State Farm Vp Management Corp. | Georgetown, TX | Jun 2018 - Current | 5 |
Melissa Rodriguez Insurance Agency | Georgetown, TX | Apr 2018 - Current | 6 |
State Farm Insurance | Round Rock, TX | Nov 2017 - Mar 2018 | < 1 |
Todd Durflinger Insurance Agency | Hutto, TX | Oct 2013 - Nov 2017 | 4 |
State Farm Vp Management Corp. | Hutto, TX | Feb 2016 - Jul 2016 | < 1 |
Shoreline Church | Austin, TX | Jan 2007 - Aug 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2023 |
S63 | Uniform Securities State Law Examination | Nov 2021 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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