Kevin Rhodes, financial advisor Orefield PA
96 score

Kevin Rhodes

CRD Number: 1907761
Current Firm: Great Valley Advisor Group, Inc.

Kevin Rhodes (CRD# 1907761) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Orefield, PA and has over 19 years of experience in the finance industry. Kevin 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.

Similar Advisors
Douglas Kaufman, CFP®, ChFC®, financial advisor Orefield PA
Douglas A. Kaufman, CFP®, ChFC®
CRD# 5679680
Kaufman Advisory Services, Inc.
Score
103
Similar Advisors
Devon Robinson, financial advisor Orefield PA
Devon Robinson
CRD# 4337883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
100
Similar Advisors
Frank Babashak, financial advisor Orefield PA
Frank S. Babashak
CRD# 5096199
Lpl Financial LLC
Score
96
Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Orefield, PA Jul 2015 - Current 1
Voya Financial Advisors Des Moines, IA Sep 2014 - Jun 2015 < 1
Ing Financial Partners, Inc. Des Moines, IA Aug 2006 - Sep 2014 8
American Oportfolios Financial Services Wyomissing, PA Sep 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S66 NASAA Uniform Combined State Law Examination Apr 2002
Contact Info for Kevin A. Rhodes
Phone Number: 302-483-7200
Firm Website: http://www.csfgllc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    520
    MILLIONS
  • Total Number of Accounts
    3,438
    ACCOUNTS
  • Average Account Value
    $151,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.