Bruce Rhoads, financial advisor Wyomissing PA

Bruce Rhoads

CRD Number: 4503120
Current Firm: Buckingham Strategic Wealth, LLC

Bruce Rhoads (CRD# 4503120) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Wyomissing, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Buckingham Asset Management, LLC Clayton, MO Jul 2016 - Current 7
Herbein Wealth Management, LLC Reading, PA Jan 2006 - Jul 2016 10

Bruce Rhoads has no recent exams reported.
Contact Info for Bruce C. Rhoads
Phone Number: 314-725-0455
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    27,028
    MILLIONS
  • Total Number of Accounts
    48,507
    ACCOUNTS
  • Average Account Value
    $557,191
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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