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Virgilio Rodriguez III

Advisor at LPL Financial

Updated today

Location

Eagle Pass, TX 78852

Credentials

Series 63, Series 66

Industry experience

12 years

About

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 at LPL Financial since 2022. Prior to that, he held roles at PNC Bank, BBVA Compass Insurance Agency, BBVA Securities, and COMPASS Bank. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and multiple investment delivery options.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

2395 E. Main St.

Eagle Pass, TX 78852

Most active in

Texas

Work history

LPL Financial

2022 - Present (4 years)

PNC BANK

2021 - 2022 (1 year)

BBVA Compass Insurance Agency inc

2015 - 2021 (6 years)

BBVA Securities Inc.

2015 - 2021 (6 years)

COMPASS Bank

2015 - 2021 (6 years)

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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