TR
CFP
TR
CFP

Todd Robert Rhine

32 Years of Experience
BrokerSells Insurance
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
768 clients
Average Client Portfolio
$235K average
Assets Under Management
$180.5M
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Location

7 Finch Street, Hilton Head Island, SC, 29926

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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

Todd is involved in several business activities, including insurance brokerage operations through Financial Profile Clinic Inc, which takes about a quarter of his time. He also participates in school development, manages commercial property, facilitates book development, consults for The Heritage Institute, serves as an endowment committee consultant for a church, works as an IAR for Camelot Advisors, and is a member of a family flooring store.

Employment History
Current Registrations
Ibn Financial Services, INC.Broker
October 2015 - Present · 10 yrs 4 mos
Atlantis Wealth Advisors LLC
June 2015 - Present · 10 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2015 - October 2015 · 4 mos
Woodbury Financial Services, INC.
March 2003 - June 2015 · 12 yrs 3 mos
Woodbury Financial Services, INC.Broker
September 1993 - June 2015 · 21 yrs 9 mos
State Registrations17 states
AKCAFLGAKSLAMAMDNCNJNMNYOHORSCTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Todd Robert Rhine - Financial Advisor | TrueAdvisor