A.l. Rhodes Personal Financial Advisors LLC

A.l. Rhodes Personal Financial Advisors LLC (CRD# 116052) is a financial advisory firm headquartered in , . They manage $9,650,000 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $153,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at A.l. Rhodes Personal Financial Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alice Rhodes
CRD#: 2766191
6018 Chennault Beach Dr, Mukilteo, WA 98275
103
Wealthminder
score

Alice Rhodes (CRD# 2766191) is an Investment Advisor Representative working at A.l. Rhodes Personal Financial Advisors LLC in , and has over 19 years of experience in the finance industry. Alice 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 putclients' interests first and comply with the Financial Planning Practice Standards.

 

Alice is a NAPFA-Registered Advisor. NAPFA, the National Association of Personal Financial Advisors, is the largest fee-only financial planners association in the U.S. Fee-only planners join NAPFA’s ranks to enhance their skills, share ideas with other like-minded financial advisors, and be part of a collective, influential voice on matters that affect them and their clients. Operating under a strict code of ethics and fiduciary oath, NAPFA members are trusted, objective financial advisors for consumers. For more about NAPFA, visit www.napfa.org.

2
Jesse F. Deason
CRD#: 6595583
Mukilteo, WA
87
Wealthminder
score

Jesse Deason (CRD# 6595583) is an Investment Advisor Representative working at A.l. Rhodes Personal Financial Advisors LLC in Mukilteo, WA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.