Sara Rodriguez (CRD# 5463749) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Diego, CA and has over 15 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 3087085
Lpl Financial LLC
CRD# 857149
Centennial Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | San Diego, CA | May 2022 - Current | 1 |
| State Farm Vp Management Corp | San Diego, CA | Jun 2014 - Current | 9 |
| State Farm Insurance | San Diego, CA | Jun 2014 - Current | 9 |
| State Farm Investment Management Corp | San Diego, CA | Aug 2018 - Jun 2019 | < 1 |
| Sara Rodriguez Insurance Agency | South Gate, CA | Dec 2010 - Jun 2014 | 3 |
| State Farm Vp Management Corp. | South Gate, CA | Dec 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
- CA
-
Total Assets Under Management9,289MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,322,169,176
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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