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Rodney A
Series 63, Series 65
Morgan Hill, CA
OSAIC
Rodney Acord is a financial advisor at OSAIC with 30 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation from 1995 to 2025. His credentials include the Series 63 and Series 65 licenses. Outside his advisory role, he is involved in fixed and indexed annuity sales through an insurance agency he owns. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation and portfolio management tools and supports multiple advisory platforms, including third-party money managers and unified managed accounts.
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