Rodriguez Investment Advisory, Inc.

Rodriguez Investment Advisory, Inc. (CRD# 143370) is a financial advisory firm headquartered in Lakeland, FL. They manage $1,015,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $50,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Rodriguez Investment Advisory, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Eric Rodriguez
CRD#: 3251852
332 S. Indiana Ave, Lakeland, FL 33801
96
Wealthminder
score

Eric Rodriguez (CRD# 3251852) is an Investment Advisor Representative working at Rodriguez Investment Advisory, Inc. in Lakeland, FL and has over 9 years of experience in the finance industry. Eric Rodriguez 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.