Rodney  Jarrell,  CFP<sup>&reg;</sup> - Financial Advisor

Rodney Jarrell, CFP®

CPA,

CEO

Lakeview Financial Solutions

2340 E. Trinity Mills Rd., Suite 300
Carrollton, Texas 75006
FINANCIAL ADVISOR'S WEBSITE
(214) 764-7755

General

Rodney Jarrell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lakeview Financial Solutions in Carrollton, Texas and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: Texas
  • Health/disability insurance: Texas
  • Fixed annuities: Texas

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a Registered Investment Advisor. Sub-advisory services are provided by Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting and Education services offered through Lakeview Financial Solutions. Lakeview Financial Solutions is a separate and unaffiliated entity from Simplicity Wealth, LLC and Advisory Alpha, LLC.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Annuities, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Medical & Health Issues, Sudden Wealth

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