Unclaimed
Rhea Yvonne Fears is a certified financial planner who has been in the financial services industry since June 2015. Rhea is currently registered with Advocacy Wealth Management, LLC as an investment advisor representative. Rhea's experience includes working with high-net-worth individuals, corporations, and charitable organizations. Rhea has worked for several large financial institutions, including Merrill Lynch, Bank of America, Morgan Stanley Smith Barney LLC, and Wells Fargo. Rhea specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Rhea is also registered as an investment advisor representative in Georgia.
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.
Helps you choose top advisors aligned with your financial 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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GA
11/21/2024 - Present
Advocacy Wealth Management, LLC (Atlanta GA)
Active
Inactive
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