Unclaimed
David Rhodes is an Investment Advisor Representative with First Command Advisory Services. David is registered to offer investment advice in multiple states and has a Series 7, Series 66 and SIE license. David specializes in providing financial planning and portfolio management services to individuals and businesses. David has over five years of experience working in the financial services industry and has a strong background in the military.
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.
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
10/10/2023 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 07/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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