Kevin Rhodes is a CFP-designated registered investment advisor, based in Birmingham, AL, with 37 years of industry experience.
Location
23 Inverness Parkway, Birmingham, AL, 35242
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin sells life insurance and Medicare supplement plans, dedicating about 10-20% of his time to this activity. He also owns and manages Strawberry Hill Alpacas, selling alpaca yarn, and spends minimal time on this. Additionally, Kevin is a financial advisor at Affiliated Financial Planners, spending nearly full-time hours on financial planning and investments.
Employment History
Current Registrations
Oneascent Financial Services LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Private Advisor Group, LLC
Great Valley Advisor Group, INC.
LPL Financial LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
American Portfolios Financial Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations11 states
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.