David Rodarte

Employer firm

Capital Consulting Group, Inc CRD 152179

Reported services (Item 5G)

• Selection of other advisers

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

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

Current Employers

Other Businesses

THE RODARTE GROUP, INC. - SELLS LIFE & HEALTH INSURANCE AND FIXED ANNUITIES. PROVIDE COMPLETE FINANCIAL SERVICES TO CLIENTS SINCE 1999. A COUPLE OF HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-23
• S63 Uniform Securities Agent State Law Examination
  1987-04-30

Designations

• Chartered Financial Consultant