BR
ChFC
BR
ChFC

Brian Rhodes

10 Years of Experience
Harrisonburg, VA
Broker

Brian Rhodes is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Harrisonburg, VA, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

841 Mt. Clinton Pike, Suite A, Harrisonburg, VA, 22802

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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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Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Investment Advisors
December 2019 - April 2020 · 4 mos
Concourse Financial Group Securities, INC.Broker
February 2016 - February 2025 · 9 yrs
Everence Trust Company
October 2015 - September 2019 · 3 yrs 11 mos
State Registrations9 states
DCFLGAHIINNYOHVAWV
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.