Rodney Thompson has been an investment adviser representative at WE Alliance Wealth Advisors since September 2025, and is not listed among the firm’s executive officers or direct owners. Rodney Thompson holds a Bachelor of Science in Business Administration with a concentration in Finance from Liberty University.
We Alliance Wealth Advisors, Inc. is a Roseville, CA firm with $233M under management, 265 clients and 3 advisers in one office, as of its July 2026 filing.
Rodney Thompson is a Financial Advisor and Investment Advisor Representative at WE Alliance Wealth Advisors, Inc. He is a member of Terry Wheeler's high-net-worth advisory team, where his responsibilities include detailed portfolio reviews and client services such as onboarding.
- – present · 1 yearRoseville, CA · Adviser representative · Firm CRD 175405
Investment adviser representative registrations
Rodney Thompson is registered as an investment adviser representative in 4 states. The first approvals date from September 2025; the most recent is Arizona, in October 2025.
- ArizonaSince 15 October 2025
- CaliforniaSince 24 September 2025
- TexasSince 24 September 2025
- WashingtonSince 24 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rodney Kent Thompson
- CRD
- 7623863
- Firm
- WE Alliance Wealth Advisors · CRD 175405
- Office
- 3001 DOUGLAS BLVD, STE. 142, Roseville, CA 95661
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- weriaadvisors.com
Where does Rodney Thompson work?
Rodney Thompson is an investment adviser representative registered through We Alliance Wealth Advisors, Inc. since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Rodney Thompson a financial advisor?
Yes. Rodney Thompson has a current investment-adviser registration in Arizona, California, Texas and Washington, through WE Alliance Wealth Advisors since September 2025.
How many years of experience does Rodney Thompson have?
Rodney Thompson has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Rodney Thompson passed?
Rodney Thompson passed the Series 65 in September 2025.
Where is Rodney Thompson based?
Rodney Thompson’s registered office is in Roseville, CA.
Is Rodney Thompson registered with FINRA?
No. Rodney Thompson has no current broker registration.
How can I verify Rodney Thompson’s record?
Search CRD 7623863 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rodney Thompson’s full registration record.