Rodney Steven Acord

Current Employers

Employment History

• 10/1995 → 01/2025
  Lincoln Financial Advisors Corporation
  Fairfield, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Fairfield, CA

Previous Registrations

• 1999-06-24 → 2025-01-24
  Osaic Fa, Inc.
  Fairfield, CA
  San Ramon, CA
  San Ramon, CA

Other Businesses

1) RODNEY S. ACORD 3000 EXECUTIVE PARKWAY, SUITE 400 SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: INSURANCE AGENT DUTIES: SALE OF FIXED LIFE, HEALTH, ACCIDENT, AND DISABILITY INSURANCE, AND FIXED ANNUITIES START DATE: 11/1/95 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) RODNEY S. ACORD 3000 EXECUTIVE PARKWAY, SUITE 400 SAN RAMON, CA 94583 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS INDEXED ANNUITIES. START DATE: 1/2008 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) MOMENTUM VALUE PARTNERS, LLC 2420 MARTIN RD., STE. 390, FAIRFIELD, CA 94534 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE WILL BE MARKETED AND FIXED PRODUCTS OFFERED AND SOLD.PRODUCTS INCLUDE FIXED AND INDEXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 12/2/24 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 3 4) ROD ACORD POSITION: Agent NATURE: I intend to conduct non-variable life and non-variable annuity sales. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/1995 ADDRESS: 2420 Martin Road, Suite 390, Fairfield, CA CA 94534, United States DESCRIPTION: I intend to conduct non-variable life and non-variable annuity sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-29
• S63 Uniform Securities Agent State Law Examination
  1995-11-03

Other Names

• Rod Acord
• Rod Steven Acord