Marco
Rodriguez
Spence Asset Management
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About this Advisor
Marco Rodriguez is a financial advisor operating in Las Cruces, New Mexico who has 1 year of relevant experience. Rodriguez is an advisor for Spence Asset Management. Their career trajectory has included roles at Continental Garcia Motors, Inter National Bank, First Convenience Bank, Raymond James Financial Services, Bbva Securities Inc, Compass Bank, Charles Schwab, Bbva Wealth Solutions Inc, Bbva Compass Insurance Agency Inc, Wells Fargo Clearing Services LLC, Finhabits Advisors LLC and Spence Asset Management. Rodriguez holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Mexico and Texas. Spence Asset Management is an advisory company operating out of Las Cruces, NM. The company has a total of seven people on staff. It handles $483 million in assets under management between its 1,590 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm provides financial advice to 12 charitable organizations. Of its 1,590 customer accounts, 21% belong to high-net-worth investors who have more than $1 million in assets available to invest. Spence Asset Management offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees typically depend on which service is offered. Fees charged by Spence Asset Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spence Asset Management Brokerage Details
$482,917,004
7
1,590
$303,721
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Marco Rodriguez Work History
Marco has been registered as a financial advisor for 1 years.*
Spence Asset Management
Finhabits Advisors LLC
Wells Fargo Clearing Services LLC
Bbva Securities Inc
Compass Bank
Bbva Wealth Solutions Inc
Bbva Compass Insurance Agency Inc
Continental Garcia Motors
Charles Schwab
Inter National Bank
First Convenience Bank
Raymond James Financial Services
*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 Marco 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 Spence Asset Management
Las Cruces, NM
Denver, CO
Las Cruces, NM
Las Cruces, NM
Las Cruces, NM
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.
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