Rodrigo Lopez Carrillo, financial advisor San Antonio TX

Rodrigo Lopez Carrillo

CRD Number: 6635730
Current Firm: Sendero Wealth Management, LLC

Rodrigo Lopez Carrillo (CRD# 6635730) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 6 years of experience in the finance industry.

Similar Advisors
George Fisher, financial advisor San Antonio TX
George F. Fisher
CRD# 3266677
Boynton Financial LLC
Similar Advisors
Bryan Abbott, financial advisor San Antonio TX
Bryan E. Abbott
CRD# 2511275
S.b. Value Partners, LP
Similar Advisors
Jocelyn Abernathy, financial advisor San Antonio TX
Jocelyn Abernathy
CRD# 4422977
Edward Jones
Company Name Location Dates Years
Sendero Wealth Management, LLC San Antonio, TX Jun 2019 - Current 5
Sendero Wealth Management, LLC San Antonio, TX Jun 2017 - May 2019 1
Sendero Wealth Management, LLC San Antonio, TX May 2017 - Jun 2017 < 1
Sendero Securities, LLC San Antonio, TX Apr 2017 - May 2017 < 1
St. Mary's University San Antonio, TX May 2013 - May 2017 4
Rackspace Hosting Inc. San Antonio, TX Apr 2016 - Apr 2017 1
Summit Group Advisors San Antonio, TX Feb 2015 - Jul 2015 < 1
Scotiabank San Salvador, May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Rodrigo Lopez Carrillo
Phone Number: 210-805-0171
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.