Unclaimed
Rhett Fendley is a financial advisor who has been in the industry since February 2005. Rhett is currently registered with LPL Financial LLC in Pace, FL and is also registered as an Investment Advisor Representative in Texas. Rhett is also licensed in multiple states. Rhett has a broad range of experience including working for Park Avenue Securities LLC before joining LPL Financial LLC. Rhett is licensed to sell securities in Alabama, California, Florida, Georgia, Illinois, Maine, Montana, Texas, and Virginia. Rhett is committed to providing his clients with a comprehensive range of financial services, including financial planning, portfolio management, and insurance. Rhett is committed to helping his clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/13/2024 - Present
LPL Financial LLC (PACE FL)
FL
02/02/2005 - 03/25/2010
PARK AVENUE SECURITIES LLC (PENSACOLA FL)
IA
Issued 07/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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