Edward Rodriguez
Edward Rodriguez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Carlsbad, CA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Carlsbad, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Linsco/private Ledger CORP.Broker
Equitable Distributors, INC.Broker
Sunamerica Capital Services, INC.Broker
State Registrations5 states
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