Julio Rodriguez, financial advisor Harwood Heights IL

Julio Rodriguez

CRD Number: 7439249
Current Firm: Avantax Advisory Services

Julio Rodriguez (CRD# 7439249) is an Investment Advisor Representative working at Avantax Advisory Services in Harwood Heights, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Harwood Heights, IL Sep 2021 - Current < 1
A&r Taxpros LLC Barrington, IL Jan 2010 - Current 12
The Bazaar Inc. River Grove, IL Aug 2015 - Dec 2019 4
Radio Flyer Chicago, IL Aug 2010 - Feb 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Julio Rodriguez
Phone Number: 972-870-6000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    34,341
    MILLIONS
  • Total Number of Accounts
    111,856
    ACCOUNTS
  • Average Account Value
    $307,006
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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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