Robert Rodney (CRD# 4790295) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has 1 year of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secure Investment Management, LLC | Tucson, AZ | Jan 2023 - Current | 1 |
| Jd Mellberg Financial | Tucson, AZ | Jun 2021 - Jan 2023 | 1 |
| Chamberlin + Associates | Tucson, AZ | Mar 2021 - May 2021 | < 1 |
| Afni | Tucson, AZ | Feb 2020 - Feb 2021 | 1 |
| Lakeside Casitas | Tucson, AZ | Nov 2017 - Feb 2020 | 2 |
| Soaring Heights | Tucson, AZ | Dec 2015 - Oct 2018 | 2 |
| Solar City | Honolulu, HI | Apr 2015 - Oct 2015 | < 1 |
| Fch Enterprises/zippy's Restaurants | Honolulu, HI | Jul 2014 - Apr 2015 | < 1 |
| Unemployed | Honolulu, HI | Feb 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- AZ
-
Total Assets Under Management32MILLIONS
-
Total Number of Accounts614ACCOUNTS
-
Average Account Value$52,779
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AR, AZ, CA, CO, FL, GA, IL, KS, MD, MI, MN, NC, NE, OK, PA, TX, VA, WA, WI
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