Raymond Rhoades
Raymond Rhoades is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huntsville, TX, with 27 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
Firm Size
IM Fee
Assets Under Management
Location
Huntsville, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Raymond is an independent contractor for Crossbridge Wealth Strategies, LLC, providing financial management and planning services, dedicating about half of his time. He also formed Stewardship Partners LLC, his operating company, but spends minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fiserv Investor Services, INC.Broker
Arvest Asset ManagementBroker
State Registrations10 states
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