Rodney Linehan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Conroe, TX, with 27 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Conroe, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rodney serves as a trustee for assets and trusts, dedicating minimal time to each. He also owns Rodney A. Linehan, CPA, providing accounting services and tax preparation, which takes nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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