Fred Rhoads, financial advisor Idaho Falls ID
81 score

Fred Rhoads

CRD Number: 1883520
Current Firm: Waddell & Reed

Fred Rhoads (CRD# 1883520) is an Investment Advisor Representative working at Waddell & Reed in Idaho Falls, ID and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Kennewick, WA Aug 2009 - Current 7
Various Insurance Carriers For W&r Insurance Agencies Richland, WA Aug 2009 - Current 7
Unemployed Clovis, CA May 2009 - Aug 2009 < 1
Pruco Securities, LLC Fresno, CA Jan 1996 - May 2009 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Aug 1997
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Fred R. Rhoads
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • AK
  • AR
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • RI
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI
  • VI
  • WV
  • DC
  • MN
  • PA
  • SD
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
  • Selection of other advisers (including private fund managers)
  • 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, 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

Ready to hire a financial advisor? Get competitive proposals from Fred Rhoads and other advisors.
BADGES
81

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