Rodney Acord (CRD# 2675476) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Fairfield, CA and has over 28 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors Corporation | San Ramon, CA | Oct 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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- Educational seminars/workshops
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