Advisor at LPL Financial
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Ezequiel Rodriguez is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, Bank of America, Merrill, and Wells Fargo. Rodriguez is also involved with Partners Federal Credit Union in a related capacity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
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.
2411 W. Olive Avenue
Burbank, CA 91506
California · Texas
LPL FINANCIAL
2024 - Present (2 years)
Partners Federal Credit Union
2024 - Present (2 years)
J.P. Morgan Securities
2023 - 2024 (1 year)
JPMorgan Chase BAnk, N.A.
2023 - 2024 (1 year)
Bank of America, N.A.
2022 - 2023 (1 year)
Merrill
2022 - 2023 (1 year)
US Bank
2021 - 2022 (1 year)
UEI College Ontario
2021 - 2021 (1 year)
Wells Fargo
2020 - 2021 (1 year)
Oasis
2018 - 2019 (1 year)
Starbucks
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
City of Colton
2017 - 2018 (1 year)
Sodexo
2017 - 2018 (1 year)
University Enterprises Corp. at CSUSB
2017 - 2017 (1 year)
Living Spaces
2016 - 2017 (1 year)
City Of Colton
2015 - 2016 (1 year)
Unemployed
2012 - 2016 (4 years)
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.
Series 63, Series 65
Los Angeles, CA
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Series 65
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Series 63
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Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
Series 65
Woodland Hills, CA
She Wealth Advisors LLC
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