Rodney Amicone
Rodney Amicone is a registered investment advisor at Ip Financial Advisory Services LLC, based in Palm Harbor, FL, with 17 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
4605 Village Center Dr., Palm Harbor, FL, 34685
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rodney is a financial advisor at Southern Financial Wealth Management, dedicating full-time hours. He is also President of RWA Financial & Insurance Solutions, spending about 10-20% of his time as an agent writing fixed insurance products. Additionally, Rodney is a Registered Representative at Innovation Partners LLC, an Investment Advisor Representative at IP Financial Advisory Services LLC, and a financial and educational retirement instructor at American Retirement Institute & Adult Financial Education Services, spending minimal time on this.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Signator Financial Services, INC.
Signator Financial Services, INC.Broker
Csenge Advisory Group, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations4 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.