Justin Rodrigues (CRD# 5893221) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Southbury, CT and has over 12 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ion Bank | Manchester, CT | Nov 2019 - Current | 4 |
| Infinex Investments, Inc. | Meriden, CT | Jan 2016 - Current | 8 |
| United Bank | Vernon, CT | Jan 2016 - Nov 2019 | 3 |
| Lpl Financial LLC | Charlotte, NC | Oct 2012 - Dec 2015 | 3 |
| First Niagara Bank | Willi8mantic, CT | Oct 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV, WY
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