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Rodrigo D
Series 63, Series 66
Dallas, TX
Private Advisor Group, LLC
Rodrigo De La Roca Pinzon is a financial advisor with Private Advisor Group, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Charles Schwab & Co. and TD Ameritrade. He has a background in the brewing industry through his work with 3 Nations Brewing Co. from 2016 to 2021. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting, employing a fiduciary-based advisory model that integrates proprietary and third-party investment strategies.
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