ChooseAFinancialAdvisor.com
Advisors / California / Chula Vista
35yrs

Rodney Louis Caudillo

Financial advisor at Wedbush Securities

Chula Vista, CATop 5% by experience in Chula Vista
Call the officeDirections

At a glance

Experience35 years (since 1991)
How that compares ?Top 5% by experience in Chula Vista
OfficeChula Vista, CA
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state

Services through Wedbush Securities

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination

Career

  1. 2009 – now
    Wedbush Securities Inc.Current firm
  2. Jul 2007 – Dec 2008
    First Wall Street Corp.Previously

Questions to ask Rodney

Tailored to Rodney’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Rodney

How do I contact Rodney?

Call Wedbush Securities at 213-688-8000 and ask for Rodney Louis Caudillo. Rodney works from the Chula Vista, CA office.

How long has Rodney been a financial advisor?

Rodney has been in the industry since 1991, about 35 years. Top 5% by experience in Chula Vista.

What licenses does Rodney hold?

Series 63. Tap any license on this page to see what it allows.

Is Rodney a fiduciary?

Rodney is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Rodney paid?

Wedbush Securities reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Rodney for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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