Rodolfo Rodriguez (CRD# 7523114) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Antonio, TX and has over 2 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | San Antonio, TX | Aug 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | San Antonio, TX | Jul 2022 - Current | 1 |
| Security Service Federal Credit Union | San Antonio, TX | Jul 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | San Antonio, TX | Oct 2021 - Jul 2022 | < 1 |
| Light It Up Electric | Adkins, TX | Mar 2016 - Sep 2021 | 5 |
| Unemployed | San Antonio, TX | Aug 2016 - Nov 2020 | 4 |
| The Quarry Golf Course | San Antonio, TX | Jan 2019 - May 2020 | 1 |
| Unemployed | San Antonio, TX | Jan 2011 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2022 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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, WY
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