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Justin Ryan Rodriguez

TCI Wealth Advisors, Inc.

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About Justin Ryan Rodriguez

Justin Ryan Rodriguez is a financial advisor with TCI Wealth Advisors, Inc. based in Scottsdale, Arizona. Justin has been in the industry since 2015 and holds the Series 66 and Series 7 licenses, as well as the SIE. Justin is a Certified Financial Planner and has a strong background in financial planning, pension consulting and portfolio management. Justin specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Justin's previous experience includes a role with NEXT FINANCIAL GROUP, INC. in Tempe, Arizona.

Firm Information

Justin Rodriguez is currently registered with TCI Wealth Advisors, Inc.. TCI Wealth Advisors, Inc. is a Tucson, Arizona-based firm that provides financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. The firm manages approximately $4.09 billion in assets for over 10,250 accounts.
TCI Wealth Advisors, Inc.

4011 EAST SUNRISE DRIVE

TUCSON, AZ 85718

$4.09B

Assets Under Management

21

Total Clients

24

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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Justin Rodriguez’s Registration & Firm History

AZ

07/06/2018 - Present

TCI Wealth Advisors, Inc. (Scottsdale AZ)

AZ

04/14/2015 - 05/01/2018

NEXT FINANCIAL GROUP, INC. (TEMPE AZ)

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Licenses & Designations

BOTH

Issued 05/05/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Ryan Rodriguez.
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