Christopher Rhodes (CRD# 3274510) is an Investment Advisor Representative working at Pacific Specialty Investment Group, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Speciality Income Group | Irvine, CA | May 2016 - Current | 7 |
| F500 Advisory Services, Inc. | Irvine, CA | Jun 2014 - Jun 2016 | 2 |
| Finance 500, Inc. | Irvine, CA | Feb 2000 - Oct 2015 | 15 |
| F500 Advisory Services, Inc. | Irvine, CA | Mar 2004 - Jun 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- CA
-
Total Assets Under Management87MILLIONS
-
Total Number of Accounts260ACCOUNTS
-
Average Account Value$334,615
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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