Rene Rodriguez
Rene Rodriguez is a registered investment advisor at K2 Financial INC., based in Glendora, CA, with 13 years of industry experience. Rene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 393 clients with $190M 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 | 1.35% |
Investment advisory fees typically range from 0.50% to 1.35% annually, and are negotiable at the sole discretion of the advisor.
Fee Estimator
Location
233 S. Glendora Ave., Glendora, CA, 91741
Get directionsHistory
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
Rene is an Investment Advisor Representative with K2 Financial and an agent/producer with K2 Benefits Group since 2019, spending a few hours per week on each. Rene also owns a website for music enthusiasts and works as an artist, dedicating about 10-20% of their time to each.
Employment History
Current Registrations
K2 Financial INC.
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
State Registrations7 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.
Exams
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