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Rodney Clinton Fowler

Advisor at LPL Financial — Cleburne, TX N. Ridgeway Drive

Updated today

Credentials

Series 63, Series 66

Experience

37 years

Location

Cleburne, TX 76033

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,426 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Rodney Fowler is a financial advisor with LPL Financial in Cleburne, TX, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is involved in outside sales of non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Cleburne, TX N. Ridgeway Drive

214 N. Ridgeway Drive

Cleburne TX 76033

Advisors at this office

1

Most active in

Texas

Work history

37 years of industry experience

LPL Financial, LLC

2000 - Present • 26 years

Cleburne, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Daniel A

Series 63, Series 66

Granbury, TX

Signal Securities, Inc.

Daniel Ashley is a financial advisor at Signal Securities, Inc. with 31 years of industry experience. He has been with Signal Securities since 2001 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in insurance sales. Signal Securities, Inc. provides fee-based asset management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm focuses on risk management through diversified, model-based portfolios and a consultative process tailored to client financial data, time horizon, and risk tolerance.

Wealth management
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Daniela C

Series 65

Cleburne, TX

Octavia Wealth Advisors LLC

Daniela Cronin is a Series 65-licensed financial advisor with Octavia Wealth Advisors LLC in Cleburne, TX. She has one year of industry experience and previously worked at Shusterman Wealth Management and Eddie V's. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm employs customized portfolios utilizing low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term strategies and specialized ERISA 3(38) retirement plan services.

Private / alternative investments Real estate investing
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Lyndol A

ChFC®

Cleburne, TX

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Retirement income strategy General tax planning
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James N

Series 63, Series 65

Alvarado, TX

RedHawk Wealth Advisors, Inc.

James Neathery is a financial advisor with RedHawk Wealth Advisors, Inc. in Alvarado, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at RedHawk Wealth Advisors since 2008 and has served as President and CEO of James C. Neathery & Associates Inc. since 1991, where he is involved in the sales and service of insurance products. Additionally, he engages in retail sales of books, DVDs, and numismatic coins. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a structured investment committee, third-party risk tools, and multiple platform arrangements to support adviser recommendations.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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Rex R

Series 63, Series 65

Cleburne, TX

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Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Timothy S

Series 65, Series 66, Series 63

Godley, TX

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General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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