Alejandro Carvalho Rodriguez (CRD# 6462942) is an Investment Advisor Representative working at Planning Trail Investments, LLC in Lawrence, KS and has over 8 years of experience in the finance industry. Alejandro Carvalho Rodriguez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 2447178
Lpl Financial LLC
CRD# 4149143
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planning Trail Investments, LLC | Lawrence, KS | Sep 2023 - Current | < 1 |
| Probitas Wealth Management, LLC | Hutchinson, KS | Oct 2019 - Aug 2023 | 3 |
| Edward Jones | St. Louis, MO | Jan 2017 - Jul 2019 | 2 |
| Mml Investors Services LLC | Hutchinson, KS | Feb 2016 - Dec 2016 | < 1 |
| Massmutual Life Insurance Co | Hutchinson, KS | Feb 2016 - Dec 2016 | < 1 |
| The O.n. Equity Sales Company | Cincinnati, OH | Mar 2015 - Feb 2016 | < 1 |
| Siemens Energy Inc. | Hutchinson, KS | Jun 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- KS
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Total Assets Under Management2MILLIONS
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Total Number of Accounts19ACCOUNTS
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Average Account Value$109,453
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
KS
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