Roderick
Mosley
Lifepro Asset Management
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About this Advisor
Roderick Mosley is a financial advisor based in San Diego, California, working with Lifepro Asset Management. Roderick has previously held positions at Lifepro Asset Management LLC, Blue Shield Of Ca, Black Pearl Solutions, and Anthem Blue Cross. Roderick is registered to provide services in California. Currently, Roderick is part of Lifepro Asset Management, which operates out of San Diego, California. The firm has 35 offices and 42 employees. The firm manages assets totaling $311.3 million 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, and selection of other advisers. The fee structure at Lifepro Asset Management includes asset-based and fixed fees.
Services Offered
Fee Structure
Office Location
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Lifepro Asset Management Brokerage Details
$311,330,551
42
1,105
$281,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Roderick Mosley Work History
Lifepro Asset Management LLC
Black Pearl Solutions
Blue Shield Of Ca
Anthem Blue Cross
Disclosures
Please visit the SEC profile of Roderick Mosley 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 Lifepro Asset Management
Pasadena, CA
San Diego, CA
Newport Beach, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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