Unclaimed
Kevin Arthur Rhodes is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with Stonex Advisors Inc. Kevin has a wide range of experience, having worked with firms such as LPL Financial LLC, VOYA FINANCIAL ADVISORS, INC., and VALIC FINANCIAL ADVISORS, INC. Kevin specializes in financial planning, portfolio management, and pension consulting. Kevin is also a Certified Financial Planner. Kevin is committed to providing his clients with personalized financial advice and guidance.
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.
Financial consulting services
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.
1
2
AL
09/30/2016 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
PA
07/02/2015 - 10/11/2016
LPL FINANCIAL LLC (OREFIELD PA)
PA
08/18/2006 - 07/01/2015
VOYA FINANCIAL ADVISORS, INC. (OREFIELD PA)
PA
09/02/2005 - 08/21/2006
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (OREFIELD PA)
TX
03/12/1998 - 09/16/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
01/20/1989 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 04/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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