Caleb
Rodriguez
Newedge Advisors
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About this Advisor
Caleb Rodriguez is a financial advisor based in San Diego, California, working with Newedge Advisors. Caleb has previously held positions at Fsc, The Retirement Group, Degreen Capital Management, Jackson Financial Management, Mercer Global Advisors Inc, Epstein & White Financial, Newedge Advisors, LLC, and Lpl Financial. Caleb has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Caleb is part of Newedge Advisors, which operates out of San Diego, California. The firm has 99 offices and 570 employees. The firm manages assets totaling $18.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Newedge Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$18,432,430,824
570
62,249
$296,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Caleb Rodriguez Work History
Newedge Advisors, LLC
Lpl Financial
Epstein & White Financial
Mercer Global Advisors Inc
Jackson Financial Management
Fsc
The Retirement Group
Degreen Capital Management
Disclosures
Please visit the SEC profile of Caleb Rodriguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newedge Advisors
New Orleans, LA
Marina Del Ray, CA
Bellevue, WA
New Orleans, LA
Lake Charles, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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