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Rodney E. Browning, CFP®

Rodney E. Browning, CFP®

Financial Advisor

Followers of Rodney E. Browning, CFP®341 followers
location of Rodney E. Browning, CFP®Frisco, Texas, United States

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  • Timeline

  • About me

    VP Financial Consultant at Charles Schwab

  • Education

    • The University of Texas at Arlington

      1997 - 2002
      Bachelor of Business Administration (BBA) Finance

      Activities and Societies: Member of Sigma Chi Fraternity

    • Mineola High School

      1993 - 1997
      Honors Diploma

    • Southern Methodist University

      2017 - 2017
      Certificate Program for Financial Planning Financial Planning

      Completed Certificate Program for Financial Planning

  • Experience

    • Edward Jones

      May 2002 - Mar 2004
      Financial Advisor

    • Charles Schwab

      Mar 2004 - May 2008
      Vice President Financial Consultant

    • Merrill Lynch

      May 2008 - Aug 2012
      Financial Advisor

    • TD Ameritrade

      Aug 2012 - Oct 2020
      Sr. Financial Consultant

    • Charles Schwab

      Oct 2020 - now
      VP Financial Consultant

  • Licenses & Certifications

    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Aug 2002

    • Series 63

      FINRA (Financial Industry Regulatory Authority)
      Aug 2002

    • Series 66

      FINRA (Financial Industry Regulatory Authority)
      May 2004

    • CERTIFIED FINANCIAL PLANNER™

      CFP Board
      Apr 2018

  • Honors & Awards

    • Awarded to Rodney E. Browning, CFP®
      Lifetime Achievement Award-Silver TD Ameritrade March 1, 2018 Award for Bringing in 210M in gross assets and 60M in fee based advise assets
    • Awarded to Rodney E. Browning, CFP®
      Presidents Club-5 Time Award Winner - Quarterly Sales Award for Exceeding 120% of targeted sales quotas.