David Rodrigues (CRD# 4451584) is an Investment Advisor Representative working at Blueprint Investments And Tax Planning in Stockton, CA and has over 22 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blueprint Investments And Tax Planning | Stockton, CA | Oct 2019 - Current | 4 |
| Rodrigues & Associates, Inc. | Stockton, CA | Jan 2015 - Current | 9 |
| Blueprint Wealth Partners, LLC | Valley Springs, CA | Jan 2017 - Oct 2019 | 2 |
| Hd Vest Investment Services | Stockton, CA | Aug 2001 - Jan 2017 | 15 |
| D & M Tax Service | Stockton, CA | Jan 1997 - Dec 2014 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2001 |
- CA
-
Total Assets Under Management19MILLIONS
-
Total Number of Accounts187ACCOUNTS
-
Average Account Value$102,575
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NV
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