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Rodney Gene Weakley

Charles Schwab & CO., Inc.

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About Rodney Gene Weakley

Rodney Weakley is a financial advisor with Charles Schwab & CO., Inc. Rodney has been in the financial services industry for over 15 years and has experience in a variety of financial services roles, including investment advisor representative for TD Ameritrade and a registered representative for Century Securities Associates. Rodney has also worked for Scottrade and Edward Jones. Rodney has a strong background in financial planning and portfolio management, as well as a passion for beekeeping. In addition to being a financial advisor, Rodney owns and operates a small apiary, Alderaan Apiary. Rodney is committed to providing his clients with personalized financial advice that meets their unique needs.

Firm Information

Rodney Weakley is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Rodney Weakley’s Registration & Firm History

CA

10/05/2022 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

MO

02/26/2018 - 01/04/2024

TD AMERITRADE, INC. (ST. LOUIS MO)

MO

07/17/2017 - 02/26/2018

SCOTTRADE, INC. (ST LOUIS MO)

MO

01/06/2012 - 07/05/2016

CENTURY SECURITIES ASSOCIATES, INC. (SULLIVAN MO)

MO

05/11/2007 - 01/05/2012

EDWARD JONES (FENTON MO)

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Licenses & Designations

BOTH

Issued 05/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/18/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Rodney Gene Weakley.
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