Rodolfo Valdes, financial advisor Miami FL
93 score

Rodolfo Valdes

CRD Number: 1802540
Current Firm: Invest Financial Corporation

Rodolfo Valdes (CRD# 1802540) is an Investment Advisor Representative working at Invest Financial Corporation in Miami, FL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Miami, FL Jul 2015 - Current 1
Bank Of America, N.a. Doral, FL Dec 2011 - May 2015 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Doral, FL Oct 2011 - May 2015 3
Wells Fargo Advisors LLC Miami, FL Feb 2010 - Sep 2011 1
Newbridge Securities Corp. Ft. Lauderdale, FL Jul 2009 - Feb 2010 < 1
Guardian Miami, FL Dec 2008 - Jul 2009 < 1
Park Ave Securities Miami, FL Dec 2008 - Jul 2009 < 1
Associates Financial Miami, FL Jun 2005 - Dec 2008 3
Associates Int'l Miami, FL Jun 1995 - Dec 2008 13
Association Of Broker Miami, FL Jun 1995 - Dec 2008 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Rodolfo Valdes
Phone Number: (813) 880-5300
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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