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Rodriguez Wealth Management

850 Aquidneck Ave. Suite A4

Middletown, RI 02842
(401) 8484579

Your Bridge-Your Legacy

About Rodriguez Wealth Management

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients? wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

Enabling technology
Comprehensive clearing and compliance services
Practice management programs and training
Independent research

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients? financial needs. They do so by using the firm?s tools and resources that help them discover their clients? priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients? lives; and make product recommendations that put clients on the path to pursuing their goals.

General Information

Firm Start Year


No.of Employees




States Licensed in


Work Experience


I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses


Investment Types

Bonds, Stocks, Annuities, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Options & Futures, Mutual Funds

I can meet clients in the following ways

Via email, Via phone, At my office, At your home, Video Conference, At your office

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Consultant (ChFC®)

Securities Licenses

Series 7, Series 65, Series 63

Insurance and Annuity Licenses

Annuity, Disability, Long Term Care, Variable Life, Variable Annuity, Life

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts