William Rhodes, financial advisor Baltimore MD
93 score

William Rhodes

CRD Number: 6021710
Current Firm: Wells Fargo Clearing Services, LLC

William Rhodes (CRD# 6021710) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Baltimore, MD and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Blacksburg, VA Nov 2016 - Current 1
Wells Fargo Bank Na Blacksburg, VA May 2009 - Current 8
Wells Fargo Advisors LLC Blacksburg, VA Jan 2012 - Nov 2016 4
High Point University High Point, NC Aug 2005 - May 2009 3
Team Connection High Point, NC Jun 2008 - Apr 2009 < 1
Garono LLC Darlington, MD Aug 2004 - Dec 2008 4
Office Depot High Point, NC May 2008 - Sep 2008 < 1
High Point University High Point, NC Jan 2008 - May 2008 < 1
Qixstar High Point, NC Oct 2005 - May 2008 2
Geffen Production High Point, NC Feb 2008 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for William P. Rhodes
Phone Number: 314-875-3000
Registered State(s):
  • MD
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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