Kevin RhodesCRD 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 20 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.
Kaufman Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Royal Alliance Associates, Inc.
|Lpl Financial LLC||Orefield, PA||Jul 2015 - Current||2|
|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|
Total Assets Under Management520MILLIONS
Total Number of Accounts3,438ACCOUNTS
Average Account Value$151,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI