Todd Rhine (CRD# 2384366) is an Investment Advisor Representative working at Atlantis Wealth Advisors LLC in Hilton Head Island, SC and has over 30 years of experience in the finance industry. Todd Rhine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ibn Financial Services, Inc. | Hilton Head Islanc, SC | Oct 2015 - Current | 8 |
| Camelot Advisors LLC | Hilton Head Island, SC | Jun 2015 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2015 - Current | 8 |
| Financial Profile Clinic, Inc. | Atlanta, GA | Oct 1988 - Current | 35 |
| Woodbury Financial Services | Oakdale, CA | Jul 2003 - May 2015 | 11 |
| Fortis Investors, Inc. | Cumming, GA | Jul 1993 - May 2015 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2001 |
- SC
- TX
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Total Assets Under Management141MILLIONS
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Total Number of Accounts805ACCOUNTS
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Average Account Value$175,699
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AK, CA, FL, GA, IN, LA, MI, NC, OH, SC, TX, WI
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