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Julio Rodriguez

Terra Wealth

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About Julio Rodriguez

Julio Rodriguez is an investment advisor representative associated with Terra Wealth. Julio Rodriguez is registered with the state of Texas as an investment advisor representative. Julio Rodriguez also holds FINRA series 6, 63, and 26 licenses, and is licensed to sell insurance. Julio Rodriguez has been in the financial services industry since 2009. Previously, Julio Rodriguez was associated with PFS Investments Inc. and Primerica. Julio Rodriguez's specializations include retirement planning, insurance, investment advisory services, and estate planning.

Firm Information

Julio Rodriguez is currently registered with Terra Wealth. Terra Wealth, headquartered in High Point, North Carolina, is an investment advisory firm with over 50 licensed agents and investment advisor representatives. They manage over $340 million in assets for individuals, high-net-worth individuals, and charitable organizations. Their services include financial planning, portfolio management, and selection of other advisors.
Terra Wealth

400 WEST ENGLISH ROAD

HIGH POINT, NC 27262

$340.74M

Assets Under Management

Not reported

Total Clients

38

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julio Rodriguez’s Registration & Firm History

TX

06/26/2024 - Present

Terra Wealth (ATHENS TX)

TX

08/22/2011 - 02/23/2023

PFS INVESTMENTS INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 02/29/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 7 public disclosures for Julio Rodriguez. Review regulatory record here.
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