J. W. Cole Advisors, Inc
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About this Advisor
Leonard Rhoades is a financial advisor working out of Grand Rapids, Michigan with a total of 4 years of relevant experience. Rhoades is an advisor for J. W. Cole Advisors, Inc. Their career trajectory has included roles at J.W. Cole Advisors, Inc and Global Financial Private Capital. Rhoades has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. J. W. Cole Advisors, Inc is an advisory firm headquartered in Tampa, FL. The firm has offices in 388 locations and a total of 521 advisors. It controls $5 billion in assets between its 24,060 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 27 charities and foundations. Of its 24,060 accounts, just 8% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically depend on the type of financial services provided. However, fee types charged by J. W. Cole Advisors, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
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J. W. Cole Advisors, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Leonard Rhoades Work History
Leonard has been registered as a financial advisor for 4 years.*
J.W. Cole Advisors, Inc
Global Financial Private Capital
*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.
Please visit the SEC profile of Leonard Rhoades 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 J. W. Cole Advisors, Inc
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