Todd
Rhine
Atlantis Wealth Advisors LLC
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About this Advisor
Todd Rhine is a financial advisor based in Hilton Head Island, South Carolina, working with Atlantis Wealth Advisors LLC. Todd has previously held positions at Financial Profile Clinic, Inc, Fortis Investors, Inc, Woodbury Financial Services, Camelot Advisors LLC, Purshe Kaplan Sterling Investments, and Ibn Financial Services, Inc. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina and Texas. Currently, Todd is part of Atlantis Wealth Advisors LLC, which operates out of Hilton Head Island, South Carolina. The firm has 4 offices and 6 employees. The firm manages assets totaling $141.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Atlantis Wealth Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Atlantis Wealth Advisors LLC Brokerage Details
$141,437,574
6
805
$175,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Todd Rhine Work History
Camelot Advisors LLC
Purshe Kaplan Sterling Investments
Ibn Financial Services, Inc
Financial Profile Clinic, Inc
Woodbury Financial Services
Fortis Investors, Inc
Disclosures
Please visit the SEC profile of Todd Rhine 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 Atlantis Wealth Advisors LLC
Hobart, WI
Dunedin, FL
Elkhart, IN
Hilton Head Island, SC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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