Rodney
Ownby
Certified Advisory Corp
Answer a few questions and
get matched with an advisor.
About this Advisor
Rodney Ownby is a certified financial planner operating in Altamonte Springs, Florida with a total of 5 years of industry experience. Ownby is an advisor for Certified Advisory Corp. Over the course of their career, they have held roles at Transam Securities, Inc, Brolannd Ii, LLC Dba Firehouse Subs Of Leesburg, Brolannd, Inc Dba Firehouse Subs Of Lady Lake, Enterprise Florida, Inc, United Rentals, Inc and Certified Advisory Corp. Ownby is registered to advise clients in Florida. Certified Advisory Corp is an advisory company based out of Altamonte Springs, FL. It has offices in five locations and a total of 38 employees. It manages $2 billion in assets among its 5,503 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises five charitable organizations. Of its 5,503 client accounts, 19% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually are based on which services are offered. However, fee types billed by Certified Advisory Corp most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Certified Advisory Corp Brokerage Details
$1,921,925,914
38
5,503
$349,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Rodney Ownby Work History
Rodney has been registered as a financial advisor for 5 years.*
Certified Advisory Corp
Transam Securities, Inc
Enterprise Florida, Inc
Brolannd Ii, LLC Dba Firehouse Subs Of Leesburg
Brolannd, Inc Dba Firehouse Subs Of Lady Lake
United Rentals, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rodney Ownby 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 Certified Advisory Corp
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Gainesville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
