Jose Rodriguez (CRD# 4583517) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Beavercreek, OH and has over 19 years of experience in the finance industry.
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 4749092
Charles Schwab & Company, Inc.
CRD# 4553605
Alban Investment Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Beavercreek, OH | Apr 2009 - Current | 15 |
| Securities America Advisors, Inc. | Beavercreek, OH | Apr 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2007 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- FL
- OH
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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