RR
CFA
RR
CFA

Rodney Rincon

6 Years of Experience
Miami, FL
Sells Insurance

Rodney Rincon is a CFA-designated registered investment advisor at Draxis Asset Management, LLC, based in Miami, FL, with 6 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 18 clients with $65M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$64.7M
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Rodney works as an insurance agent for Bedoya Insurance Corp, dedicating a few hours per week. This activity is investment-related.

Employment History
Current Registrations
Draxis Asset Management, LLC
May 2021 - Present · 5 yrs
Previous Registrations
Forem Investments LLC
September 2019 - June 2021 · 1 yr 9 mos
State Registrations1 state
FL
Advisor

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.