Benjamin Rodriguez

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 12/2017
  Charles Schwab & Co.,Inc
  El Paso, TX
• 07/2018 → 04/2022
  Bbva Securities Inc
  El Paso, TX
• 07/2018 → 04/2022
  Bbva Compass Insurance Agency Inc
  Austin, TX
• 06/2018 → 04/2022
  Compass Bank
  Birmingham, AL
• 05/2018 → 06/2018
  Allstate - Elsa Morales Insurance Agency
  El Paso, TX
• 03/2018 → 07/2018
  United Health Care
  El Paso, TX
• 12/2017 → 03/2018
  Unemployed
  El Paso, TX
• 10/2015 → 02/2017
  Adp
  El Paso, TX
• 04/2022 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Paso, TX
• 09/2022 → 12/2024
  Bank Of America, N.A.
  El Paso, TX
• 12/2024 → Present
  Wells Fargo Clearing Services, Llc.
  El Paso, TX

Previous Registrations

• 2022-11-09 → 2024-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  El Paso, TX
  El Paso, TX
  El Paso, TX
  El Paso, TX
  El Paso, TX

Other Businesses

DISH NETWORK; NOT INV RELATED; EL PASO, TX; INBOUND/RETENTION SALES SPECIALIST; 10/2025; 25 HOURS PER MONTH; 0 DURING TRADING; RETAIN SALES

Exams

• S66 Uniform Combined State Law Examination
  2022-11-04
• S63 Uniform Securities Agent State Law Examination
  2008-04-04

Other Names

• Ben Rodriguez
• Ben Rodriguez
• Benjamin Rodriguez
• Rodriguez Benjamin