Jimmy
Rodriguez
Lpl Financial LLC
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About this Advisor
Jimmy Rodriguez is a financial advisor based in Hockley, Texas, working with Lpl Financial LLC. Jimmy has previously worked at Global Investor Services, Insigneo Wealth Adviors, LLC, Insigneo Securities, LLC, Lpl Financial, LLC, and Private Portfolio Partners, LLC. Jimmy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Jimmy is part of Lpl Financial LLC, which operates in Hockley, Texas. The firm has 18,523 offices and 37,893 employees. Lpl Financial LLC manages assets totaling $618.9 billion and serves charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$618,922,975,737
37,893
2,369,378
$261,217
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
- Educational seminars/workshops
- Other
Jimmy Rodriguez Work History
Private Portfolio Partners, LLC
Lpl Financial, LLC
Insigneo Wealth Adviors, LLC
Insigneo Securities, LLC
Global Investor Services
Disclosures
Please visit the SEC profile of Jimmy 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 Lpl Financial LLC
Fort Mill, SC
Denison, TX
Bristol, CT
Danville, PA
Ebensburg, PA
Maumee, OH
Westlake Village, CA
Brevard, NC
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