Adrian Rodriguez (CRD# 7692425) is an Investment Advisor Representative working at Traphagen Financial Group in Oradell, NJ and has 1 year of experience in the finance industry. Adrian 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# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirable | New York, NY | Jan 2023 - Current | 1 |
| Access Wealth | East Hanover, NJ | Nov 2017 - Jan 2023 | 5 |
| William Paterson University | Wayne, NJ | Sep 2016 - Jun 2019 | 2 |
| William Paterson University | Wayne, NJ | Sep 2018 - May 2019 | < 1 |
| Lincoln 1st Bank | Lincoln Park, NJ | Dec 2016 - May 2019 | 2 |
| Valley National Bank | Lincoln Park, NJ | Feb 2016 - Dec 2016 | < 1 |
| Rutgers University | Newark, NJ | Sep 2015 - May 2016 | < 1 |
| Columbia Bank | Fair Lawn, NJ | Mar 2015 - Dec 2015 | < 1 |
| Office Depot | Wayne, NJ | Oct 2014 - Sep 2015 | < 1 |
| Passaic County Technical Inst. | Wayne, NJ | Sep 2012 - Jun 2015 | 2 |
| World Business Lenders | Lodi, NJ | Oct 2014 - Dec 2014 | < 1 |
| Koger Usa | Paramus, NJ | Jun 2014 - Aug 2014 | < 1 |
| Panera Bread | Fair Lawn, NJ | Sep 2013 - Aug 2014 | < 1 |
- NJ
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Total Assets Under Management1,528MILLIONS
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Total Number of Accounts1,801ACCOUNTS
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Average Account Value$848,600
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, CT, FL, GA, IL, MA, NC, NJ, NY, PA, SC, TX, VT
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