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Andrew Rodney

12 Years of Experience
Purcellville, VA
1 DisclosureBroker

Andrew Rodney is a registered investment advisor at Wells Fargo Advisors, based in Purcellville, VA, with 12 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

611 E Main St, Purcellville, VA, 20132

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History

Regulatory History (1)
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Criminal
March 2007
Final Disposition
Other Business Activities

Andrew is the treasurer for Rolling Ridge PTA, managing the school event budget. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
March 2020 - Present · 6 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
August 2014 - Present · 12 yrs 2 mos
State Registrations16 states
CACODCFLKSMAMDMINCNJOHPATNTXVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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