Rodney
Smith
The Ameriflex Group
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About this Advisor
Rodney Smith is a financial advisor based in Turlock, California, working with The Ameriflex Group. Rodney has previously held positions at National Planning Corporation, Lpl Financial LLC, Osaic, The Ameriflex Group, and Independent Financial Group. Rodney has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Rodney is part of The Ameriflex Group, which operates out of Turlock, California. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Rodney Smith Work History
Osaic
The Ameriflex Group
Independent Financial Group
Lpl Financial LLC
National Planning Corporation
Disclosures
Please visit the SEC profile of Rodney Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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