RS
CFP
RS
CFP

Rhett Sinclair

36 Years of Experience
Aiken, SC
BrokerSells Insurance

Rhett Sinclair is a CFP-designated registered investment advisor, based in Aiken, SC, with 36 years of industry experience.

Location

5130 Woodside Executive Court, Aiken, SC, 29803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Rhett is involved in several business activities, including Creative Financial Network (selling non-variable insurance), Creative Financial Strategies Consulting Services LLC, and Hub International (W-2 employment). He also works as an advisor for Global Retirement Partners, spending full-time hours on this activity.

Employment History
Current Registrations
HUB International Investment Services INC.
February 2025 - Present · 1 yr 3 mos
HUB International Investment Services INC.Broker
February 2025 - Present · 1 yr 3 mos
Global Retirement Partners LLC
July 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Osaic Fs, INC.
September 2011 - July 2024 · 12 yrs 10 mos
Osaic Fs, INC.Broker
September 2011 - July 2024 · 12 yrs 10 mos
Ap Wealth Management
April 2011 - September 2011 · 5 mos
LPL Financial LLCBroker
September 2009 - September 2011 · 2 yrs
Mutual Service CorporationBroker
August 2008 - September 2009 · 1 yr 1 mo
(DBA) Mcmanus & Sinclair Wealth Management, LLC
April 2008 - August 2011 · 3 yrs 4 mos
Ogilvie Security Advisors CorporationBroker
May 2007 - August 2008 · 1 yr 3 mos
American Securities Group, INC.Broker
May 2005 - September 2005 · 4 mos
Elliott Davis Investment Advisory Services, LLC
January 2003 - November 2005 · 2 yrs 10 mos
Cap Pro Brokerage Services, INC.Broker
January 2001 - May 2005 · 4 yrs 4 mos
MML Investors Services, INC.Broker
July 1999 - January 2001 · 1 yr 6 mos
Pruco Securities CorporationBroker
January 1988 - July 1999 · 11 yrs 6 mos
State Registrations14 states
ALAZCOCTFLGAINNCNJNYPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Rhett Sinclair - Financial Advisor | TrueAdvisor