Spencer Rhode (CRD# 7527451) is an Investment Advisor Representative working at Corvus Wealth Advisors LLC in San Luis Obispo, CA and has over 2 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corvus Wealth Advisors LLC | San Luis Obispo, CA | Mar 2022 - Current | 2 |
| Corvus Wealth Advisors, LLC | Templeton, CA | Jun 2021 - Current | 2 |
| California Polytechnic State University - San Luis | San Luis Obispo, CA | Aug 2019 - Jun 2021 | 1 |
| California Polytechnic State University - San Luis | San Luis Obispo, CA | Sep 2018 - Aug 2019 | < 1 |
| Magnuson Superchargers | Ventura, CA | Jun 2018 - Sep 2018 | < 1 |
| Taco Bell | Calabasas, CA | Jul 2015 - Jun 2018 | 2 |
| Student | Westlake Village, CA | Mar 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- CA
-
Total Assets Under Management721MILLIONS
-
Total Number of Accounts1,207ACCOUNTS
-
Average Account Value$597,281
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, ID, OR, TX
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 derived from SEC.gov data covering 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.
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.