Marco
Rodriguez
Westwind Capital
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About this Advisor
Marco Rodriguez is a financial advisor based in Las Cruces, New Mexico, working with Westwind Capital. Marco has previously held positions at Continental Garcia Motors, Inter National Bank, 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. Marco has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, New Mexico, and Texas. Currently, Marco is part of Westwind Capital, which operates out of Las Cruces, New Mexico. The firm has 1 office and 8 employees. The firm manages assets totaling $623.3 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 pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Westwind Capital includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Westwind Capital Brokerage Details
$623,306,776
8
1,832
$340,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Marco Rodriguez Work History
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
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 Westwind Capital
Las Cruces, NM
Las Cruces, NM
Denver, CO
Las Cruces, NM
Las Cruces, NM
Las Cruces, NM
Las Cruces, NM
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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