Unclaimed
Rodney Gamble is a financial advisor at Venturi Private Wealth. Rodney has been in the industry for over 25 years, with a focus on financial planning and portfolio management for individuals and families. Rodney has a strong background in investment products and has held licenses with several firms. Rodney is also licensed as an insurance agent, selling fixed life insurance and disability through Crump.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
10/06/2016 - Present
Venturi Private Wealth (AUSTIN TX)
TX
09/23/2003 - 12/22/2010
PRINCOR FINANCIAL SERVICES CORPORATION (AUSTIN TX)
FL
07/11/2003 - 09/17/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
04/02/1996 - 07/16/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IN
12/13/1994 - 03/26/1996
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 12/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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