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Maria Rodriguez

16 Years of Experience
Helotes, TX
Broker

Maria Rodriguez is a registered investment advisor at Capital Client Group, INC., based in Helotes, TX, with 16 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Helotes, TX

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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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Employment History
Current Registrations
Capital Client Group, INC.
December 2025 - Present · 9 mos
Capital Client Group, INC.Broker
December 2025 - Present · 9 mos
Capital Client Group, INC.
December 2025 - Present · 9 mos
Previous Registrations
USAA Investment Services CompanyBroker
June 2020 - September 2024 · 4 yrs 3 mos
USAA Investment Services Company
January 2018 - September 2024 · 6 yrs 8 mos
USAA Financial Planning Services
January 2009 - January 2018 · 9 yrs
USAA Investment Management Company
April 2008 - December 2008 · 8 mos
USAA Financial Advisors, INC.Broker
March 2008 - June 2020 · 12 yrs 3 mos
State Registrations1 state
TX
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.
Maria Rodriguez - Financial Advisor | TrueAdvisor