Rene Apodaca is a registered investment advisor at Edward Jones, based in Richland, WA, with 26 years of industry experience. Rene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
767 Williams Blvd Suite B, Richland, WA, 99354
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2000Other Business Activities
Rene operates under the DBA HAPO Investment Services for their LPL business. Rene also participates in multi-level marketing with Lularoe and Scentsy, dedicating minimal time to each.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Edward JonesBroker
Wm Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations9 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.