Edward Rodriguez (CRD# 3227568) is an Investment Advisor Representative working at Avantax Advisory Services in Sedona, AZ and has over 24 years of experience in the finance industry.
CRD# 5572046
Tci Wealth Advisors, Inc.
CRD# 4573669
Cross State Financial Group LLC
CRD# 4302561
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, LLC | Scottsdale, AZ | Jun 2023 - Current | < 1 |
| Avantax Advisory Services | Scottsdale, AZ | Jun 2023 - Current | < 1 |
| Avantax Investment Services Inc. | Scottsdale, AZ | Jun 2023 - Current | < 1 |
| Reagan Capital, LLC | Mesa, AZ | Jan 2016 - Current | 8 |
| Calise Enterprises, Llc Dba H&r Block | Scottsdale, AZ | Feb 2011 - Current | 13 |
| Calise Enterprises, Llc Dba H&r Block | Scottsdale, AZ | Feb 2011 - Current | 13 |
| Cfr Capital Group, LLC | Scottsdale, AZ | May 2006 - Current | 17 |
| Securities America, Inc. | Scottsdale, AZ | Dec 2018 - Jun 2023 | 4 |
| Securities America Advisors, Inc. | Scottsdale, AZ | Dec 2018 - Jun 2023 | 4 |
| Questar Capital Corporation | Minneapolis, MN | Jul 2011 - Dec 2018 | 7 |
| Questar Asset Management, Inc. | Minneapolis, MN | Jul 2011 - Dec 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
- AZ
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, VT, WA, WI, WV, WY
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 SEC.gov 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.