Rodolfo
Rodriguez

Epg Wealth Management LLC

CRD#4259619
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Rodolfo Rodriguez is a financial advisor operating in Atlanta, Georgia. Rodriguez is on the advisory team at Epg Wealth Management LLC. Throughout their career, Rodriguez has worked at New England Securities, Metlife Securities Inc, Equity Services Inc, National Life Group and Arkadios Capital LLC. Rodriguez has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia and Texas. Epg Wealth Management LLC is a registered investment business that has its headquarters in Atlanta, GA. The company has offices in five locations and a total of 12 employees. It handles $482 million in assets under management among its 1,118 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm serves eight charitable organizations. Of its 1,118 client accounts, 42% are associated with high-net-worth clients who have at least $1 million in investable assets. Epg Wealth Management LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice usually vary depending on which services are offered. Fees billed by Epg Wealth Management LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

309 East Paces Ferry Rd Ne Ste 900
Atlanta, GA 30305

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.

Epg Wealth Management LLC Brokerage Details

Total Assets Under Management

$482,227,626

GA Average: $3,570,121,308
Total Number of Employees

12

GA Average: 58
Total Number of Accounts

1,118

GA Average: 1,608
Average Account Size

$431,331

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Rodolfo Rodriguez Work History

Rodolfo has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Arkadios Capital LLC

2015 - Present (9 years)

National Life Group

2015 - 2015 (< 1 year)

Metlife Securities Inc

2015 - 2022 (7 years)

Equity Services Inc

2009 - 2015 (6 years)

New England Securities

*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 Rodolfo 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 Epg Wealth Management LLC

Mark Reffett
Atlanta, GA
Richard Artzi
Atlanta, GA
David Mcinnis
Atlanta, GA
Morgan Geiger
Atlanta, GA
David Jones
Atlanta, GA
David Curry
Atlanta, GA
Rodolfo Rodriguez
Atlanta, GA
Mark Thompson
Atlanta, GA

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started