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Rodney Fowler

37 Years of Experience
Cleburne, TX
BrokerSells Insurance

Rodney Fowler is a registered investment advisor at LPL Financial LLC, based in Cleburne, TX, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

214 N. Ridgeway Drive, Cleburne, TX, 76033

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Rodney has been involved in outside sales of non-variable insurance since 2004. He also has a 10% ownership stake in Ridgeway Professional Building, a real estate rental property, since 2008.

Employment History
Current Registrations
LPL Financial LLC
February 2000 - Present · 26 yrs 5 mos
LPL Financial LLCBroker
February 2000 - Present · 26 yrs 5 mos
Previous Registrations
First Western Securities, INC.Broker
March 1989 - March 2000 · 11 yrs
State Registrations7 states
CACOLAOKORTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.