Rodolfo CasiasCRD Number: 5568072
Current Firm: Usaa Financial Planning Services
Rodolfo Casias (CRD# 5568072) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Antonio, TX and has over 6 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Usaa Financial Advisors Inc.||San Antonio, TX||Mar 2014 - Current||3|
|Usaa Financial Planning Services||San Antonio, TX||Mar 2014 - Current||3|
|Unemployed||San Antonio, TX||Oct 2013 - Mar 2014||< 1|
|Usaa Financial Planning Services||San Antonio, TX||Nov 2011 - Oct 2013||1|
|Usaa Financial Advisors Inc.||San Antonio, TX||Jul 2008 - Oct 2013||5|
|Usaa Life Insurance Company||San Antonio, TX||May 2007 - Oct 2013||6|
|West Corp||San Antonio, TX||Nov 2006 - Apr 2007||< 1|
|Unemployed||San Antonio, TX||Aug 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
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:
- Financial Issue
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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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