DR
DR

Deborah Rhoades

32 Years of Experience
Marietta, OH
BrokerSells Insurance

Deborah Rhoades is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marietta, OH, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

138 Putnam Street, Marietta, OH, 45750

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Deborah manages the Trust Department for Peoples Bank, dedicating about half her time. She also services existing life, annuity, and LTC policies for Peoples Insurance Agency, spending a few hours per week, and works as a Financial Advisor for Peoples Investment Services, dedicating about 10-20% of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
September 2003 - Present · 22 yrs 8 mos
Previous Registrations
Raymond James Financial Services
September 2003 - January 2009 · 5 yrs 4 mos
Signator Investors, INC.
February 1999 - August 2003 · 4 yrs 6 mos
Signator Investors, INC.Broker
April 1993 - August 2003 · 10 yrs 4 mos
John Hancock Mutual Life Insurance CompanyBroker
April 1993 - May 1997 · 4 yrs 1 mo
State Registrations3 states
AZOHWV
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.