Annick Rodarte (CRD# 6861254) is an Investment Advisor Representative working at Wealth Guardian Advisory, Pllc in Gilbert, AZ and has over 6 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Guardian Advisory | Gilbert, AZ | Sep 2017 - Current | 6 |
| Wealth Guardian Group | Gilbert, AZ | Feb 2013 - Current | 11 |
| Miller & Sons Window Cleaning | Henderson, MI | Feb 2017 - Jul 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- AZ
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts174ACCOUNTS
-
Average Account Value$96,572
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ
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