David Rodriguez is a ChFC-designated registered investment advisor, based in Van Alstyne, TX, with 3 years of industry experience.
Location
273 N Dallas Ave, Ste A, Van Alstyne, TX, 75495-4383
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
David owns David Rodriguez's Insurance Agency, an insurance agency affiliated with State Farm. He works as an agent, servicing customers and supervising employees, dedicating about half of his time to this activity.
Employment History
Current Registrations
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Farm Investment Management CORP.
State Registrations3 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.