David Rhodes
CRD Number: 1916734Current Firm: United Planners' Financial Services Of America A Limited Partner
David Rhodes (CRD# 1916734) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Mount Juliet, TN and has over 28 years of experience in the finance industry. David 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | May 2024 - Current | < 1 |
| Scf Securities, Inc. | Fresno, CA | Jun 2017 - May 2024 | 6 |
| Scf Investment Advisors, Inc. | Fresno, CA | Jun 2017 - May 2024 | 6 |
| Parkland Securities, LLC | Ann Arbor, MI | Aug 2014 - Jun 2017 | 2 |
| Sammons Securities Company, LLC | Ann Arbor, MI | Sep 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 1996 |
- NE
- TN
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
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