RM
RM

Rhonda Mcniel

44 Years of Experience
Fort Lauderdale, FL
Broker

Rhonda Mcniel is a registered investment advisor at Raymond James & Associates, INC., based in Fort Lauderdale, FL, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

201 E. Las Olas Blvd., Suite 1630, Fort Lauderdale, FL, 33301

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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 Activities

Rhonda is a partner in Deer Park Farm New Castle Virginia LLC, a short-term rental home business run by her spouse. She spends a few hours per week on this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2022 - Present · 4 yrs
Raymond James & Associates, INC.Broker
May 2022 - Present · 4 yrs
Previous Registrations
Oppenheimer & CO. INC.
May 2009 - May 2022 · 13 yrs
Oppenheimer & CO. INC.Broker
April 2009 - May 2022 · 13 yrs 1 mo
UBS Financial Services INC.
April 1988 - May 2009 · 21 yrs 1 mo
UBS Financial Services INC.Broker
March 1988 - May 2009 · 21 yrs 2 mos
E. F. Hutton & Company INCBroker
May 1981 - March 1988 · 6 yrs 10 mos
State Registrations16 states
CACTFLGAILMAMENCNJNYOKPASCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Rhonda Mcniel - Financial Advisor | TrueAdvisor