William Rhodes (CRD# 7059394) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Coral Gables, FL and has over 5 years of experience in the finance industry.
CRD# 4291556
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6814558
Primerica Advisors
CRD# 4532747
Itau International Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2021 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2021 - Current | 3 |
| Mml Investors Services, LLC | Coral Gables, FL | Jan 2019 - Feb 2021 | 2 |
| Massmutual Life Insurance | Coral Gables, FL | Oct 2018 - Feb 2021 | 2 |
| Iowa Northern Railway | Waterloo, IA | Aug 2005 - Sep 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- FL
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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