RH
CFA · CFP
RH
CFA · CFP

Rhondale Haywood

3 Years of Experience
Charlotte, NC
Broker

Rhondale Haywood is a CFA, CFP-designated registered investment advisor, based in Charlotte, NC, with 3 years of industry experience.

Location

214 N Tryon St, Fl 46, Charlotte, NC, 28202

Get directions

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.

Learn about disclosures →
Other Business Activities

Rhondale is an investment committee member for the Foundation for the Carolinas, monitoring the relationship with their outsourced CIO and advising on asset allocation and strategy. This activity requires minimal time and is not related to security recommendations.

Employment History
Current Registrations
Truist Investment Services, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Truist Advisory Services, INC.
January 2023 - Present · 3 yrs 4 mos
State Registrations1 state
NC
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.