AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CR

Charles W. Rhodes

Some features on this profile are disabled
CRD#: 1110257
CR

Professional summary


Charles Wesley Rhodes JR was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Charles is a previously registered financial advisor and started their career in finance in 1986. Prior to being barred, Charles had worked at 5 firms, which includes RHODES ECONOMETRICS INC, MML INVESTORS SERVICES LLC, VP DISTRIBUTORS LLC, THE ADVISORS GROUP INC., WS GRIFFITH SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Charles Wesley (jr) Rhodes | Wes Rhodes | C Wesley

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 1, 2002 - December 31, 2006

RHODES ECONOMETRICS INC

RIA
CRD#: 109231
LAKE OSWEGO, OR
Past

August 31, 1992 - September 4, 1998

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

June 17, 1987 - September 3, 1992

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

September 24, 1986 - June 12, 1987

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
Past

January 21, 1986 - September 24, 1986

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/24/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

TRUST BUT VERIFY

Monitor Charles Rhodes

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics