William Rhodes, financial advisor Coral Gables FL

William Rhodes

CRD Number: 7059394
Current Firm: Cambridge Investment Research Advisors, Inc.

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.

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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
Contact Info for William T. Rhodes
Phone Number: 641-472-5100
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    87,369
    MILLIONS
  • Total Number of Accounts
    448,526
    ACCOUNTS
  • Average Account Value
    $194,791
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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, 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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