Lee Cardona Rodriguez, financial advisor San Juan PR
93 score

Lee Cardona Rodriguez

CRD Number: 5526032
Current Firm: Popular Securities, LLC

Lee Cardona Rodriguez (CRD# 5526032) is an Investment Advisor Representative working at Popular Securities, LLC in San Juan, PR and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Popular Securities, Inc. San Juan, PR Aug 2011 - Current 5
Rd Asset Management, LLC San Juan, PR Jan 2010 - Aug 2011 1
Rd Capital San Juan, PR May 2009 - Aug 2011 2
Oriental Financial Services Corp San Juan, PR Mar 2008 - Feb 2009 < 1
Isla Bonita Real Estate Isla Verde, PR Mar 2006 - Jul 2008 2
Universidad Interamericana Cupey, PR Aug 2006 - Feb 2008 1
R.l. Armeria Caguas, PR Jul 2005 - Nov 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2010
Contact Info for Lee D. Cardona Rodriguez
Phone Number: 787-758-7400
Registered State(s):
  • PR
By the Numbers
  • Total Assets Under Management
    824
    MILLIONS
  • Total Number of Accounts
    1,713
    ACCOUNTS
  • Average Account Value
    $481,261
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

PR, VI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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