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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roderick? Claim Your ProfileRoderick Evans is a financial advisor with over 30 years of experience in the financial industry. He is registered with the state of California as a Registered Investment Advisor (RIA) and is a Certified Financial Planner (CFP®). Roderick currently works with Independent Financial Group, LLC, which is based in San Diego, California. He previously worked with Hornor, Townsend & Kent, LLC and EQ Financial Consultants, Inc. Roderick's areas of expertise include financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals. Roderick provides a range of compensation arrangements including fixed fees, commissions, hourly charges, and a percentage of assets. Roderick is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/08/2021 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
05/31/1996 - 09/09/2021
HORNOR, TOWNSEND & KENT, LLC (SAN DIEGO CA)
NY
09/12/1991 - 06/06/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
09/12/1991 - 06/06/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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