Ezequiel J Rodriguez
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCSep 2024 to now
- Partners Federal Credit UnionSep 2024 to now
- J.P. Morgan Securities LLCJan 2023 to Aug 2024
- JPMorgan Chase Bank, N.A.Jan 2023 to Aug 2024
- Bank of America, N.A.Jul 2022 to Jan 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Jan 2023
- US BankSep 2021 to Mar 2022
- Uei College OntarioJun 2021 to Sep 2021
- Wells FargoJan 2020 to Jun 2021
- OasisOct 2018 to Oct 2019
- StarbucksSep 2018 to Dec 2019
- UnemployedJun 2018 to Aug 2018
- City of ColtonJul 2017 to May 2018
- SodexoMay 2017 to Mar 2018
- University Enterprises Corp. At CsusbApr 2017 to Jun 2017
- Living SpacesNov 2016 to Apr 2017
- City of ColtonDec 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7528462
- Firm CRD
- 6413