Jimmy Rodriguez
Jimmy Rodriguez is a registered investment advisor at LPL Financial LLC, based in Hockley, TX, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
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.