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Rebecca Folline Rhodes

CCM Investment Advisers, LLC

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About Rebecca Folline Rhodes

Rebecca Folline Rhodes is an Investment Advisor Representative at CCM Investment Advisers, LLC. Rebecca is registered with the state of South Carolina and has been in the industry since January 2001. Rebecca holds the Series 65 license and has been active in the industry for over 20 years.

Firm Information

Rebecca Rhodes is currently registered with CCM Investment Advisers, LLC. CCM Investment Advisers, LLC is a Columbia, South Carolina-based investment advisor with over $1 billion in assets under management. The firm offers portfolio management services to individuals, businesses, and charitable organizations. CCM Investment Advisers, LLC also participates in wrap fee programs.
CCM Investment Advisers, LLC

1201 MAIN STREET SUITE 1910

COLUMBIA, SC 29201

$1.09B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rebecca Rhodes’s Registration & Firm History

SC

01/22/2009 - Present

CCM Investment Advisers, LLC (COLUMBIA SC)

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Licenses & Designations

IA

Issued 03/05/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca Folline Rhodes.
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