William Rhodes, financial advisor Atlanta GA
93 score

William Rhodes

CRD Number: 1302275
Current Firm: Suntrust Advisory Services, Inc.

William Rhodes (CRD# 1302275) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Atlanta, GA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services Atlanta, GA Feb 2017 - Current 1
Suntrust Advisory Atlanta, GA Feb 2017 - Current 1
Raymond James & Associates, Inc. Atlanta, GA Sep 2016 - Feb 2017 < 1
Deutsche Bank Securities Inc. Atlanta, GA Dec 2006 - Sep 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Apr 1993
Contact Info for William A. Rhodes
Phone Number: 404-827-6461
Registered State(s):
  • GA
  • LA
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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