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 1 year of experience in the finance industry.

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