David Rhodes, financial advisor Mount Juliet TN

David Rhodes

CRD Number: 1916734
Current Firm: Scf Investment Advisors, Inc.

David Rhodes (CRD# 1916734) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Mount Juliet, TN and has over 23 years of experience in the finance industry. David 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
Scf Securities, Inc. Fresno, CA Jun 2017 - Current 2
Scf Investment Advisors, Inc. Fresno, CA Jun 2017 - Current 2
Parkland Securities, LLC Ann Arbor, MI Aug 2014 - Jun 2017 2
Sammons Securities Company, LLC Ann Arbor, MI Sep 2012 - Aug 2014 1
Trustcore Brentwood, TN Jan 2009 - Sep 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for David A. Rhodes
Phone Number: 559-456-6108
Registered State(s):
  • FL
  • GA
  • IN
  • PA
  • SC
  • TN
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    1,159
    MILLIONS
  • Total Number of Accounts
    6,221
    ACCOUNTS
  • Average Account Value
    $186,345
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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

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