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Rodolfo Choperena

from Sovereign Wealth Advisors LLC

Rodolfo Choperena is a financial advisor based in Texas, Houston, with 35 years of experience. Rodolfo currently works for Sovereign Wealth Advisors LLC. Rodolfo maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.

This advisor is a SEC regulated
  • Fiduciary duty to act in the best interests of your finances
  • Regulated by The Securities and Exchange Commission (SEC)
  • Transparent about fees and never take commission when recommending a financial product
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Rodolfo Choperena works at Sovereign Wealth Advisors LLC

Sovereign Wealth Advisors LLC is a financial advisory firm based in Houston, Texas. It currently has approximately $513,465,223 of assets under management and employs about 30 people. Sovereign Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Certifications and registrations

Uniform Securities Agent State Law Examination (S63)

Uniform Investment Adviser Law Examination (S65)

Years registered

21 years

Fee structure

A percentage of assets under your management, hourly charges and fixed fees

Office location

3120 Southwest Frwy, Suite 500, Houston, Texas, 77098

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