Rodney W. Amicone
Professional summary
Rodney William Amicone, who also goes by Rod Amicone, Rodney W. Amicone, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Palm Harbor, Florida and INNOVATION PARTNERS LLC located in Palm Harbor, Florida.
Rodney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Rodney has worked at 10 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rodney William Amicone's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 14, 2024 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #1: 4605 Village Center Dr., Palm Harbor, FL 34685February 12, 2024 - Present
INNOVATION PARTNERS LLC
Office #1: 4605 Village Center Dr., Palm Harbor, FL 34685November 2, 2018 - March 5, 2024
OSAIC WEALTH, INC.
November 2, 2018 - March 5, 2024
OSAIC WEALTH, INC.
December 28, 2015 - November 2, 2018
SIGNATOR INVESTORS, INC.
December 28, 2015 - November 2, 2018
SIGNATOR INVESTORS, INC.
May 8, 2015 - December 28, 2015
SIGNATOR FINANCIAL SERVICES, INC.
May 4, 2015 - December 28, 2015
SIGNATOR FINANCIAL SERVICES, INC.
November 7, 2011 - May 14, 2015
CSENGE ADVISORY GROUP, LLC
October 24, 2011 - May 11, 2015
FSC SECURITIES CORPORATION
September 30, 2011 - May 11, 2015
FSC SECURITIES CORPORATION
July 26, 2011 - September 13, 2011
MORGAN KEEGAN & COMPANY, LLC
July 25, 2011 - September 13, 2011
MORGAN KEEGAN & COMPANY, LLC
November 21, 2008 - July 22, 2011
LPL FINANCIAL LLC
November 17, 2008 - July 22, 2011
LPL FINANCIAL LLC
July 31, 2008 - December 11, 2008
FIRST COMMAND BROKERAGE SERVICES, INC.
June 25, 2008 - December 11, 2008
FIRST COMMAND BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/12/2024)
(4/5/2024)
(2/14/2024)
(2/16/2024)
(4/5/2024)
Exams
FINRA
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
Red Flags
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Company Information
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772Palm Harbor, FL 34685TRUST BUT VERIFY
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