Rodney Wilson is a registered investment advisor at LPL Financial LLC, based in Fort Collins, CO, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1336 Oakridge Dr, Ste 100, Fort Collins, CO, 80525
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rodney is a co-owner/member of Oakridge II, LLC, spending minimal time on this non-investment related activity. He also operates under the DBAs Vision Financial Group and Vision Wealth Advisors for his LPL business, dedicating full-time hours during securities trading, and owns a rental condo in Pflugerville, TX, informally rented to his daughter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Investment Advisors
Proequities, INC.Broker
Nylife Securities INC.Broker
Titan Capital CorporationBroker
Munoz Securities CO.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.