Rodney CantrellCRD Number: 1303831
Current Firm: Edward Jones
Rodney Cantrell (CRD# 1303831) is an Investment Advisor Representative working at Edward Jones in Washington, NC and has over 33 years of experience in the finance industry. Rodney Cantrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Carolina Financial Services Group, Inc.
Carolina Wealth Management, Inc.
Geneos Wealth Management, Inc.
|Edward D. Jones & Company, LP||Washington, NC||May 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
- Customer Dispute
- Regulatory Event
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)