David Rodriguez, financial advisor Hot Springs National Park AR

David Rodriguez

CRD Number: 7291063
Current Firm: Minas Financial Planning

David Rodriguez (CRD# 7291063) is an Investment Advisor Representative working at Minas Financial Planning in Hot Springs National Park, AR and has 1 year of experience in the finance industry. David Rodriguez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Henderson State University Arkadelphia, AR Jul 2014 - Current 9
High Point University High Point, NC Jul 2010 - Jul 2014 4

David Rodriguez has no recent exams reported.
Contact Info for David J. Rodriguez
Phone Number: 501-391-1335
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR

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