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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rhodes is a financial advisor with over 27 years of experience in the financial services industry. David has a wide range of experience, having previously worked with firms like Lincoln Financial Advisors Corporation, Summit Brokerage Services, Inc. and Princor Financial Services Corporation. Currently, David is registered with Cetera Investment Advisers LLC, where he provides financial planning, investment management, and portfolio management services to a variety of clients, including individuals, businesses, and charitable organizations. David is also a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (BRYAN TX)
TX
03/23/2011 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BRYAN TX)
TX
05/26/1999 - 02/23/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
IN
05/26/1999 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
06/05/1995 - 06/25/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 06/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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