Carlos Rodriguez is a registered investment advisor, based in Georgetown, TX. Carlos is also registered as a broker, so some compensation may come from commissions on products sold.
Location
4112 Williams Dr, Ste 107, Georgetown, TX, 78628
Get directionsHistory
Regulatory History (1)
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Criminal
September 1994Final Disposition
Employment History
Current Registrations
State Farm Vp Management CORP.
September 2026 - Present · 1 mo
State Farm Vp Management CORP.Broker
September 2026 - Present · 1 mo
State Farm Investment Management CORP.
September 2026 - Present · 1 mo
State Registrations1 state
TX
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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