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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 Lee Rhodes is a financial advisor with Cetera Investment Advisers LLC. David has been working in the financial industry since 1995. David's experience and qualifications make him a valuable resource for individuals and families looking for financial advice. David is also a Certified Financial Planner. Cetera Investment Advisers LLC provides a range of financial services, including financial planning, portfolio management, and investment advice. The firm has a long history of serving individuals, families, and businesses.
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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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 6/2/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/5/1998
Series 7 - General Securities Representative Examination
BC
Issued 6/1/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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