Rodney Filasky
Rodney Filasky is a registered investment advisor at LPL Financial LLC, based in Palm Beach Gardens, FL, with 39 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
800 Village Sqre Crossing #105, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (1)
Regulatory
October 1990Other Business Activities
Rodney operates under the DBA Investment Financial Resources LLC for his LPL business since 2018. This takes about 10-20% of his time, with additional hours during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Independent Financial Securities, INC.Broker
Invest Financial CorporationBroker
Great Western Financial Securities CorporationBroker
G. K. Scott & CO., INC.Broker
Brownstone-Smith Securities CORP.Broker
The Jameson Group, INC.Broker
The Stuart-James Company, INC.Broker
State Registrations21 states
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.