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Salvador Rodriguez

25 Years of Experience
San Francisco, CA
BrokerSells Insurance

Salvador Rodriguez is a registered investment advisor at Cetera Investment Advisers LLC, based in San Francisco, CA, with 25 years of industry experience. Salvador 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2633 Ocean Avenue, San Francisco, CA, 94132

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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

Salvador is involved in several outside business activities, including residential and commercial real estate sales with Century 21 (taking about half of his time), supplemental benefits brokerage with AFLAC, and group insurance sales with Emerson Rogers. He also works in credit card processing, transportation, and technology consulting, dedicating varying amounts of time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2005 - Present · 21 yrs 4 mos
Cetera Financial Specialists LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Capital Brokerage CorporationBroker
November 2003 - January 2004 · 2 mos
Capital Brokerage CorporationBroker
December 2002 - November 2003 · 11 mos
Morgan Stanley Dw INC.Broker
November 1999 - November 2001 · 2 yrs
State Registrations2 states
CAFL
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.
Salvador Rodriguez - Financial Advisor | TrueAdvisor