Gayle
Rodriguez
Financial Engines Advisors L.L.C
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About this Advisor
Gayle Rodriguez is a financial advisor based in Austin, Texas with a total of 6 years of relevant experience. Rodriguez is currently employed by Financial Engines Advisors L.L.C. Over the course of their career, they have held roles at Financial Engines Advisors L.L.C and Bank Of America. Rodriguez holds a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Arizona and Texas. Financial Engines Advisors L.L.C is an advisory firm that has its headquarters in Santa Clara, CA. The company has offices in 149 locations and a total of 1,514 people on staff. It handles $242 billion in total assets across its 1,594,707 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 54 charitable organizations. Of its 1,594,707 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. Financial Engines Advisors L.L.C performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually vary depending on which service is offered. Fees billed by Financial Engines Advisors L.L.C can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Engines Advisors L.L.C Brokerage Details
$241,970,176,743
1,514
1,594,707
$151,733
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Gayle Rodriguez Work History
Gayle has been registered as a financial advisor for 6 years.*
Financial Engines Advisors L.L.C
Financial Engines Advisors L.L.C
Bank Of America
*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 Gayle 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 Financial Engines Advisors L.L.C
Fairfax, VA
Columbus, OH
Roseville, CA
Farmington, CT
Phoenix, AZ
Overland Park, KS
Fairfax, VA
Whitman, MA
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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