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Roddy Wayne Warren

Avior Wealth Management, LLC

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About Roddy Wayne Warren

Roddy Warren is an investment advisor representative with Avior Wealth Management, LLC, registered with the state of Texas. Roddy has been in the industry since June 2013 and holds the Series 65 - Uniform Investment Adviser Law Examination. Roddy is a Certified Financial Planner, and is also registered as a representative of Avior Wealth Management, LLC in Nebraska. Roddy has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Roddy is a specialist in the following areas: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Pension Consulting.

Firm Information

Roddy Warren is currently registered with Avior Wealth Management, LLC. Avior Wealth Management, LLC is a registered investment advisor headquartered in Omaha, Nebraska with over $5 billion in assets under management. The firm provides a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting. Avior Wealth Management serves a diverse clientele including high-net-worth individuals, corporations, pension plans, charitable organizations, and investment companies.
Avior Wealth Management, LLC

14301 FIRST NATIONAL BANK PARKWAY

OMAHA, NE 68154

$5.08B

Assets Under Management

12

Total Clients

55

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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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.

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investment consulting

Investment consulting

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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Roddy Warren’s Registration & Firm History

TX

04/12/2023 - Present

Avior Wealth Management, LLC (PLANO TX)

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Licenses & Designations

IA

Issued 10/11/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roddy Wayne Warren.
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