Jimmy Rodriguez
Jimmy Rodriguez is a registered investment advisor at LPL Financial LLC, based in Hockley, TX, with 18 years of industry experience. Jimmy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Hockley, TX
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2019Other Business Activities
Jimmy operates as Inc Advisors, a DBA for his LPL business, since 2022. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Portfolio Partners, LLC
LPL Financial LLC
Insigneo Wealth Advisors, LLC
Insigneo Securities, LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations53 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.