Alison Rhodes, financial advisor Andalusia AL

Alison Rhodes

CRD Number: 6941120
Current Firm: Equitable Advisors, LLC

Alison Rhodes (CRD# 6941120) is an Investment Advisor Representative working at Equitable Advisors, LLC in Andalusia, AL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY Jul 2022 - Current 1
Bankers Life Advisory Services Inc. Mobile, AL Apr 2019 - Jul 2022 3
Bankers Life Securities Inc. Mobile, AL May 2018 - Jul 2022 4
Bankers Life & Casualty Mobile, AL Mar 2013 - Jul 2022 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Alison C. Rhodes
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • AL
  • CO
  • FL
By the Numbers
  • Total Assets Under Management
    29,776
    MILLIONS
  • Total Number of Accounts
    79,686
    ACCOUNTS
  • Average Account Value
    $373,668
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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