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Cortnie Lomas Rodriguez

QUADCAP WEALTH MANAGEMENT, LLC·FRISCO, Texas
Unclaimed Profile
7790 MAIN STREET, FRISCO, TX 75033-4562CRD# 6070125Firm CRD# 151490
01

About

Cortnie Lomas Rodriguez is a registered financial advisor based in FRISCO, Texas, affiliated with QUADCAP WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
QUADCAP WEALTH MANAGEMENT, LLC
QUADCAP WEALTH MANAGEMENT, LLC
AUM
$770M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at QUADCAP WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6070125
Firm CRD# 151490
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cortnie Lomas Rodriguez offer?
Cortnie Lomas Rodriguez specializes in Financial Planning, Investment Management. Contact their office in FRISCO, Texas for a consultation.
What are Cortnie Lomas Rodriguez's credentials?
Cortnie Lomas Rodriguez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cortnie Lomas Rodriguez located?
Cortnie Lomas Rodriguez is based in FRISCO, Texas, working with QUADCAP WEALTH MANAGEMENT, LLC. Their office serves clients in the FRISCO metropolitan area and surrounding communities.
How does Cortnie Lomas Rodriguez charge for services?
Cortnie Lomas Rodriguez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is QUADCAP WEALTH MANAGEMENT, LLC?
QUADCAP WEALTH MANAGEMENT, LLC has approximately 16 employees and manages $770M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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