Cortnie
Rodriguez
Quadcap Wealth Management, LLC
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About this Advisor
Cortnie Rodriguez is a financial advisor operating out of Frisco, Texas, with 9 years of relevant experience. Rodriguez currently works for Quadcap Wealth Management, LLC. Over the course of their career, they have held roles at First Financial Equity Corporation and Quadcap Wealth Management, LLC. Rodriguez maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Texas. Quadcap Wealth Management, LLC is a financial advisory firm operating out of Frisco, TX. It controls $639 million in assets under management among its 1,485 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,485 customer accounts, 60% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Quadcap Wealth Management, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically are based on which services the firm provides the client. Fee types billed by Quadcap Wealth Management, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Quadcap Wealth Management, LLC Brokerage Details
$638,622,955
12
1,485
$430,049
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Cortnie Rodriguez Work History
Cortnie has been registered as a financial advisor for 9 years.*
Quadcap Wealth Management, LLC
First Financial Equity Corporation
*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 Cortnie 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 Quadcap Wealth Management, LLC
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
Frisco, TX
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