Jorge Rodriguez, financial advisor Miami FL
88 score

Jorge Rodriguez

CRD Number: 3007335
Current Firm: Valic Financial Advisors, Inc.

Jorge Rodriguez (CRD# 3007335) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Miami, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Miami Lakes, FL Dec 2011 - Current 5
Dba-tamiami Financial Services Hollywood, FL Nov 2004 - Dec 2011 7
Allstate Insurance Company Plantation, FL Aug 2002 - Dec 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Apr 2012
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jorge L. Rodriguez
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Verified Page
Data verified by both the advisor and the public regulatory data.

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