Gordon Rhoads, financial advisor South Burlington VT
83 score

Gordon Rhoads

CRD Number: 6000815
Current Firm: People's Securities, Inc.

Gordon Rhoads (CRD# 6000815) is an Investment Advisor Representative working at People's Securities, Inc. in South Burlington, VT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
People's Securities, Inc. Bridgeport, CT Nov 2012 - Current 4
Morgan Stanley Smith Barney Philadelphia, PA Nov 2011 - Nov 2012 1
Gordon Rhoads Philadelphia, PA Aug 2008 - Nov 2011 3
Keele University Staffordshire, Jul 2007 - Sep 2009 2
Arcadia University Glenside, PA Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Gordon S. Rhoads
Phone Number:
Registered State(s):
  • FL
  • MA
  • NJ
  • VT
By the Numbers
  • Total Assets Under Management
    687
    MILLIONS
  • Total Number of Accounts
    882
    ACCOUNTS
  • Average Account Value
    $778,713
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WI

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BADGES
83
Verified Page
Data verified by both the advisor and the public regulatory data.

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