Marco Rodriguez
Marco Rodriguez is a registered investment advisor at Raymond James & Associates, INC., based in Boerne, TX, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
116 West Blanco Road, #204, Boerne, TX, 78006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Marco is a co-owner and landlord of a real estate rental property since September 2023. He spends a few hours per week on this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Frost Investment Services
Frost Investment Services
Frost Brokerage Services, INC.Broker
State Registrations16 states
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