Lourdes Rhodes, financial advisor Hartford CT
90 score

Lourdes Rhodes

CRD Number: 6052676
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lourdes Rhodes (CRD# 6052676) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hartford, CT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford, CT Oct 2010 - Current 6
Shish Lounge, LLC West Hartford, CT Oct 2009 - Dec 2010 1
Harold E Beam, Md Glastonbury, CT Dec 2009 - Oct 2010 < 1
Nationwide Equities Mahwah, NJ Feb 2009 - Oct 2010 1
Shish Kebab House Of Afghanistan West Hartford, CT Jul 2009 - Nov 2009 < 1
Norpaco New Britain, CT May 2009 - Nov 2009 < 1
Creative Entertainment Springfield, CT Jul 2008 - May 2009 < 1
Us Mortgage Corporation Pine Brook, NJ Apr 2008 - Feb 2009 < 1
Carrabbas Italian Grill Manchester, CT Dec 2007 - Jul 2008 < 1
Equity Bank Oklahoma City, OK Sep 2007 - Apr 2008 < 1
Unemployed Vernon, CT May 2007 - Sep 2007 < 1
Apex Financial Group Brandon, FL Jul 2006 - May 2007 < 1
William Raveis Real Estate Westport, CT Dec 2004 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Lourdes N. Rhodes
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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