Charles Rhoades, financial advisor Denver CO
83 score

Charles Rhoades

CRD Number: 5400183
Current Firm: Pinnacle Wealth Management, Inc.

Charles Rhoades (CRD# 5400183) is an Investment Advisor Representative working at Pinnacle Wealth Management, Inc. in Denver, CO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Denver, CO Mar 2017 - Current 1
Pinnacle Wealth Management, Inc. Denver, CO Mar 2017 - Current 1
U.s. Bancorp Investments, Inc. Denver, CO Dec 2012 - Feb 2017 4
Edward Jones St Louis, MO Aug 2007 - Dec 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Charles E. Rhoades
Phone Number: 303-806-0988
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    112
    MILLIONS
  • Total Number of Accounts
    719
    ACCOUNTS
  • Average Account Value
    $155,176
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
Types of Clients
Registered States

AZ, CA, CO, TX, WI

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BADGES
83

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