Preston Rhoades, financial advisor Surprise AZ

Preston Rhoades

CRD Number: 7483221
Current Firm: Vista Cima Wealth Management LLC

Preston Rhoades (CRD# 7483221) is an Investment Advisor Representative working at Vista Cima Wealth Management LLC in Surprise, AZ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Vista Cima Wealth Management Surprise, AZ Dec 2021 - Current < 1
C.a.r.e. Pharmacy LLC Peoria, AZ Sep 2018 - Dec 2021 3
Cvs/pharmacy Phoenix, AZ Sep 2014 - Sep 2018 4
Cvs/pharmacy #5983 Prescott Valley, AZ Aug 2013 - Sep 2014 1
Cvs/pharmacy #9343 Prescott, AZ Jun 2013 - Aug 2013 < 1
Student At Midwesetern University College Of Pharm Glendale, AZ Jun 2010 - Jun 2013 3
Cvs/pharmacy #5950 Tempe, AZ Apr 2013 - May 2013 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Preston W. Rhoades
Phone Number: 623-377-8007
Registered State(s):
  • AZ
Current Firm Details
Vista Cima Wealth Management LLC
Firm's CRD Number: 304672
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $156,313
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
  • Pension consulting services
Types of Clients
Registered States

AZ, TX

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