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Credentials
Series 63, Series 66
Experience Industry experience
12 years
Location
Eagle Pass, TX 78852
LPL Financial
Institution
Virgilio Rodriguez III is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at PNC Bank, BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of investment options and operational support tools.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Eagle Pass, TX 2395 E. Main St.
2395 E. Main St.
Eagle Pass TX 78852
Advisors at this office
1
Texas
12 years of industry experience
LPL Financial
2022 - Present • 4 years
Eagle Pass, TX
PNC BANK
2021 - 2022 • 1 year
Eagle Pass, TX
BBVA Compass Insurance Agency inc
2015 - 2021 • 6 years
Eagle Pass, TX
BBVA Securities Inc.
2015 - 2021 • 6 years
Eagle Pass, TX
COMPASS Bank
2015 - 2021 • 6 years
Eagle Pass, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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