Rodney Amicone, financial advisor Palm Harbor FL

Rodney Amicone

CRD Number: 5554298
Current Firm: Ip Financial Advisory Services LLC

Rodney Amicone (CRD# 5554298) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Palm Harbor, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Innovation Partners LLC Charlotte, NC Feb 2024 - Current < 1
Royal Alliance Associates, Inc. Palm Harbor, FL Nov 2018 - Current 5
Signator Investors, Inc. Tampa, FL Dec 2015 - Nov 2018 2
Signator Financial Services, Inc. Bellevue, WA May 2015 - Nov 2018 3
Fsc Clearwater, FL Sep 2011 - May 2015 3
Csenge Advisory Group, LLC Clearwater, FL Sep 2011 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Rodney W. Amicone
Phone Number: 980-326-3335
Registered State(s):
  • FL
  • GA
  • KY
  • NE
  • NV
  • NC
By the Numbers
  • Total Assets Under Management
    297
    MILLIONS
  • Total Number of Accounts
    2,290
    ACCOUNTS
  • Average Account Value
    $129,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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