Ricardo
Rodriguez
Lpl Financial LLC
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About this Advisor
Ricardo Rodriguez is a financial advisor based in Whittier, California, working with Lpl Financial LLC. Ricardo has previously held positions at Rbc Capital Markets, LLC, Lpl Financial LLC, Chasing Value Asset Management, and Credit Union Of Southern California. Ricardo has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California. Currently, Ricardo is part of Lpl Financial LLC, which operates out of Whittier, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 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, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
- Educational seminars/workshops
- Other
Ricardo Rodriguez Work History
Lpl Financial LLC
Credit Union Of Southern California
Chasing Value Asset Management
Rbc Capital Markets, LLC
Disclosures
Please visit the SEC profile of Ricardo 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 Lpl Financial LLC
Fort Mill, SC
Abingdon, VA
Novato, CA
La Jolla, CA
Strongsville, OH
Scottsdale, AZ
Altamonte Springs, FL
San Diego, CA
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