RC
RC

Rodney Clugston

32 Years of Experience
Coeur D Alene, ID
Broker

Rodney Clugston is a registered investment advisor at Raymond James & Associates, INC., based in Coeur D Alene, ID, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2100 Northwest Blvd., Suite 260, Coeur D Alene, ID, 83814

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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 Activities

Rodney helps with farming activities at Clugston Ranch and is part owner of Renegade Rifles, an LLC that sells custom hunting rifles. These activities each take a few hours per week and are not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2024 - Present · 1 yr 10 mos
Raymond James & Associates, INC.Broker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Edward Jones
October 2014 - July 2024 · 9 yrs 9 mos
Edward JonesBroker
July 1993 - July 2024 · 31 yrs
State Registrations29 states
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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.
Rodney Clugston - Financial Advisor | TrueAdvisor