Alec Daniel Rodriguez
Investment adviser representative at Advice and Planning Services
12 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- TIAAOct 2024 to now
- TIAA-CREF Individual & Institutional Services, LLCOct 2024 to now
- Lewisville Independent School DistrictAug 2024 to Dec 2024
- UnemployedMay 2024 to Aug 2024
- University of North TexasJan 2022 to May 2024
- Zocados LLCOct 2021 to Nov 2021
- Ati Physical TherapyOct 2021 to Oct 2021
- Collin County Community College DistrictMay 2018 to Jul 2021
- Lewisville Independent School DistrictOct 2017 to Aug 2022
- Pf Chang's China Bistro, Inc.Apr 2016 to Dec 2017
- Pei Wei Asian DinerApr 2016 to Oct 2017
- Hebron High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 7982884
- Firm CRD
- 20472