Rodolfo Oropeza, financial advisor The Woodlands TX

Rodolfo Oropeza

CRD Number: 4188674
Current Firm: Crosswell Advisors, LLC

Rodolfo Oropeza (CRD# 4188674) is an Investment Advisor Representative working at Crosswell Advisors, LLC in The Woodlands, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Crosswell Advisors, LLC The Woodlands, TX Feb 2009 - Current 15
Gasa Steel, Llc (formerly Fonderia Steel Llc) San Antonio, TX Aug 2011 - Jan 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S66 NASAA Uniform Combined State Law Examination Nov 2006
Contact Info for Rodolfo N. Oropeza
Phone Number: 346-800-1801
Registered State(s):
  • TX
Current Firm Details
Crosswell Advisors, LLC
Firm's CRD Number: 150076
By the Numbers
  • Total Assets Under Management
    64
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $910,752
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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