John RodriguezCRD Number: 2991668
Current Firm: Cuna Brokerage Services, Inc.
John Rodriguez (CRD# 2991668) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Schertz, TX and has over 19 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Randolph Brooks Fcu||Live Oaks, TX||Mar 2016 - Current||1|
|Cuna Brokerage Services, Inc.||Waverly, IA||Aug 2003 - Current||14|
|Cuna Mutual Group||Waverly, IA||Aug 2003 - Feb 2016||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 1998|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- 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)
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