ADVISOR BIO

Roderick N. Reed is a financial advisor registered with J.p. Morgan Securities LLC and has been working in the financial services industry since March 28, 1993. Roderick N. Reed is licensed to offer financial advice in all 50 states and the District of Columbia. Roderick N. Reed is a licensed Principal, with experience in Investment Banking, Portfolio Management, and Financial Planning. Roderick N. Reed specializes in providing advisory services to individuals and businesses.

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ADVISOR BIO

Roderick Roxas Uy is a financial advisor at LPL Financial LLC. Roderick has been in the industry since 2005 and holds licenses in multiple states. Roderick provides investment advice and financial planning services to individuals, businesses, and institutions. Roderick has worked with LPL Financial LLC since 2009. Previously, Roderick was registered with Summit Brokerage Services, Inc. and National Planning Corporation.

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ADVISOR BIO

Roderick B. Telan is a financial professional with over 2 years of experience in the securities industry. Roderick is currently registered with J.p. Morgan Securities LLC and holds a Series 63, SIE, and Series 6TO licenses. Roderick's expertise lies in investment company products, variable contracts, and other financial instruments. He is dedicated to providing comprehensive financial advice and guidance to clients in the Hermosa Beach area.

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ADVISOR BIO

Roderick Wood is an investment advisor representative who has been in the financial services industry since December 1994. He currently works with Global Retirement Partners LLC and has been registered with them since October 2022. Prior to that, Roderick Wood has been registered with The Leaders Group, Inc., The Huntington Investment Company and Princor Financial Services Corporation. He has a wide range of experience in the financial services industry and holds multiple licenses and certifications. Roderick Wood's current registration includes Indiana, Kentucky, Michigan and Ohio. Roderick Wood specializes in retirement planning, financial planning, and portfolio management. He works with a variety of clients including high-net-worth individuals, corporations, charitable organizations and pension and profit sharing plans.

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ADVISOR BIO

Roderick 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.

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ADVISOR BIO

Rodger Baron Hobbs is a financial advisor with Osaic Wealth, Inc. He has been in the industry since 2006 and has been registered with the state of California since 2012. Rodger is also registered with the state of Nevada and is a Certified Financial Planner. Prior to joining Osaic Wealth, Inc., Rodger worked for White Pacific Securities, Inc. and First Investors Corporation. Rodger specializes in financial planning, portfolio management, and pension consulting. He offers a variety of services including fee-based accounts, financial planning, life and health insurance, and educational seminars. He works with individuals, families, businesses, and institutions.

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ADVISOR BIO

Rodger Rutter is an investment advisor representative with LPL Financial LLC, an independent broker-dealer. Rodger has been in the financial services industry since 1994. Rodger is registered to provide investment advisory services in California. Rodger also holds licenses in Arizona, Georgia, Idaho, Maryland, Massachusetts, Nevada, North Carolina, Tennessee, Texas and Wisconsin. Rodger previously worked at WM Financial Services, Inc., Griffin Financial Services, Wells Fargo Securities Inc., First Interstate Investments, Inc., Essex National Securities, Inc., and FN Investment Center.

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ADVISOR BIO

Rodney Brian Smith is a financial advisor with The Ameriflex Group and has been in the industry since 1999. Rodney has a diverse background, with experience at several firms including Independent Financial Group, LLC, LPL Financial LLC, and National Planning Corporation. He is registered to provide investment advice in a number of states including Arizona, California, Kansas, Missouri, Nevada, New York, North Carolina, Oregon, Tennessee, Texas, and Washington. Rodney holds the Series 6, 7, 63, and 65 licenses, as well as the SIE certification. He is a volunteer at Calvary Chapel Turlock and serves as an Elder on the board. Rodney specializes in working with individuals, high net worth individuals, corporations, and pension and profit-sharing plans. He offers a range of services, including financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Rodney Navarro Pagila is a financial advisor with over 30 years of experience in the industry. Rodney has been with Morgan Stanley since 2009 and has a Series 7, Series 63, and SIE license. Previously, Rodney was an advisor at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. Rodney is registered to provide investment advice in all 50 states, District of Columbia, Puerto Rico, and the US Virgin Islands. Rodney's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Rodney focuses on providing portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Rodney Caudillo is a financial advisor with over 30 years of experience in the industry. Rodney currently works at Wedbush Securities Inc., where he is registered as a Registered Representative and Investment Advisor Representative. Prior to joining Wedbush, Rodney worked at several other firms, including First Wall Street Corp., Argent Securities, Inc., Paulson Investment Company, Inc., and Desert Mountain Securities, Inc. Rodney specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. He is also a commissioner for the City of Chula Vista, California. Rodney is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS