David
Rhoads
Interactive Financial Advisors
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About this Advisor
David Rhoads is a financial advisor working out of Manassas, Virginia who has 18 years of relevant experience. Rhoads works at Interactive Financial Advisors. Throughout their career, Rhoads has worked at Interactive Financial Advisors and Fortune Financial Services, Inc. Rhoads holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. Interactive Financial Advisors is an advisory firm operating out of New Lenox, IL. It has offices in 23 locations and a total of 37 employees. It has $278 million in assets under management among its 3,090 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 3,090 accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services depend on which services the firm provides the client. Fee types billed by Interactive Financial Advisors likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Interactive Financial Advisors Brokerage Details
$278,271,719
37
3,090
$90,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Rhoads Work History
David has been registered as a financial advisor for 18 years.*
Fortune Financial Services, Inc
Interactive Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Rhoads to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Interactive Financial Advisors
Chicago, IL
Pahrump, NV
Heathsville, VA
Onalaska, WI
El Reno, OK
New Lenox, IL
Fairfax, VA
Warrenton, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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