Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roderick? Claim Your ProfileRoderick Renard Washington is a financial advisor with Avantax Advisory Services, located in Dallas, TX. Roderick has been in the financial industry since December 2003. Roderick has a variety of experience, having worked with companies such as Avantax Investment Services, Inc., 1st Global Capital Corp., and VALIC Financial Advisors, Inc. Roderick is a Certified Financial Planner and holds a Series 7, Series 24, and Series 66 licenses. Roderick's specializations include financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
07/23/2021 - Present
Avantax Advisory Services (DALLAS TX)
TX
05/17/2021 - 06/29/2021
PURSHE KAPLAN STERLING INVESTMENTS (Frisco TX)
TX
10/25/2019 - 05/21/2021
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
08/08/2005 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
06/14/2004 - 02/18/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
LA
08/16/2002 - 03/12/2003
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
RI
06/28/2001 - 12/03/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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