Ricky Rhodes, financial advisor Jupiter FL
96 score

Ricky Rhodes

CRD Number: 1815632
Current Firm: Raymond James Financial Services Advisors, Inc.

Ricky Rhodes (CRD# 1815632) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Jupiter, FL and has over 9 years of experience in the finance industry. Ricky Rhodes 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.

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Professional Designations
Company Name Location Dates Years
Rhodes To Wealth, Inc. Jupiter, FL Dec 2013 - Current 3
Raymond James Financial Services Jupiter, FL Jul 2010 - Current 6
Raymond James Financial Services Advisors, Inc. Jupiter, FL Jul 2010 - Current 6
Morgan Stanley Smith Barney West Palm Beach, FL Jun 2009 - Jul 2010 1
Citigroup Global Markets Inc. West Palm Beach, FL Aug 2007 - Jun 2009 1
Royal Alliance Associates, Inc. Boynton Beach, FL Mar 2007 - Aug 2007 < 1
Insurance Producers Alliance Palm Beach Gardens, FL Oct 1999 - Aug 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Ricky M. Rhodes
Phone Number: 727-567-5877
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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)
  • Educational seminars/workshops
  • Other
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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