AR
AR

Andrew Charles Rodriguez

34 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M

Fee Structure

Loading...

Location

30 Braintree Hill Office Park, Ste 106, Braintree, MA, 02184

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew is an insurance agent selling life, health, and annuity products since 1981, operating under the DBA Sippican Wealth Strategies LLC. He also participates in Mutual of Omaha Mortgage Lead Incentive Program, which requires minimal time.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
November 2010 - Present · 15 yrs 3 mos
Mutual of Omaha Investor Services, INC.Broker
December 1990 - Present · 35 yrs 2 mos
State Registrations18 states
ALCOCTFLMAMDMENCNHNJNYORRISCTXVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Charles Rodriguez - Financial Advisor | TrueAdvisor