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Rhett Lindler

3 Years of Experience
Daniel Island, SC
BrokerSells Insurance

Rhett Lindler is a registered investment advisor, based in Daniel Island, SC, with 3 years of industry experience.

Location

225 Seven Farms Dr, Ste 106, Daniel Island, SC, 29492

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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

Rhett is a fixed insurance agent with Commonwealth Financial Group since 2022, spending a few hours per week. He also owns Seabreeze Wealth Management, LLC, where he manages expenses, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
March 2023 - August 2023 · 5 mos
Securian Financial Services, INC.Broker
February 2023 - August 2023 · 6 mos
State Registrations20 states
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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.
Rhett Lindler - Financial Advisor | TrueAdvisor