WR
William A. Rhodes
TRUIST ADVISORY SERVICES
ATLANTA, GA 30308
Some features on this profile are disabled
CRD#: 1302275
WR
Professional summary
William Andrew Hamilton Rhodes, who also goes by Will Rhodes, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. William has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will Rhodes
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.
POSITION: self NATURE: Personal Real Estate Related Holdings. Deeds, Liens, Property, notes, borrowings, Purchases. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1988
ADDRESS: , Atlanta GA
DESCRIPTION: Owner, holder, investor in various Real Property, financings, all Real Estate related activities.
POSITION: Manager NATURE: Real Estate Investing INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2017
ADDRESS: , Atlanta GA
DESCRIPTION: Real Estate Investing
POSITION: Manager NATURE: Real Estate Investing for Rhodes Family INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/08/2016
ADDRESS: , Atlanta GA
DESCRIPTION: Buy, rent, and sell Real Estate. Mostly single family, Duplex, and apartments
POSITION: Limited Partner NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2009
ADDRESS: , Simsbury CT
DESCRIPTION: None at the moment. Might become manager of family LLC
JETT RD GROUP LLC
POSITION: Member NATURE: LLC for Private Real Estate Investing. YES INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/12/2019
ADDRESS: , Sandy Springs GA , United States
DESCRIPTION: Select Real Estate Investments for Roth IRA held at Advanta. May include Property SIngle or Multi Family. May finance property by taking out loans. May make loans for property maintainance or repair. Many invest in Real estate related business such as Mold remediation, clean up, repair. TAx Liens, Tax Deeds, and other such vehicules may be used to invest or acquire Property
RENTAL HOUSE NO. AVE
POSITION: owner NATURE: Rental Property owned by West Paces Ferry Group LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/05/2013
ADDRESS: , Atlanta GA , United States
DESCRIPTION: Owner/decision maker
WPFG HOLLYWOOD RENTAL
POSITION: owner NATURE: Rental Property owned by West Paces Ferry Group LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2015
ADDRESS: , Atlanta GA , United States
DESCRIPTION: owner-decision maker
WPFG RENTAL ORMOND
POSITION: owner NATURE: Rental Property owned by West Paces Ferry Group LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2017
ADDRESS: , Atlanta GA , United States
DESCRIPTION: owner- decision maker
CRS (Client Relationship Summary) - RIA
Click below to view William Andrew Hamilton Rhodes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 14, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 303 Peachtree St, Ne Fl 33, Atlanta, GA 30308RIA
CRD#: 283390
ATLANTA, GA
Current
February 8, 2017 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 303 Peachtree St, Ne Fl 15, Atlanta, GA 30308BD
CRD#: 17499
ATLANTA, GA
Past
September 6, 2016 - February 13, 2017
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
Atlanta, GA
Past
September 6, 2016 - February 13, 2017
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
Atlanta, GA
Past
December 19, 2006 - September 6, 2016
DEUTSCHE BANK SECURITIES INC.
RIA
CRD#: 2525
ATLANTA, GA
Past
December 4, 2006 - September 6, 2016
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
ATLANTA, GA
Past
June 13, 1997 - December 19, 2006
LEHMAN BROTHERS INC.
RIA
CRD#: 7506
ATLANTA, GA
Past
June 11, 1996 - December 19, 2006
LEHMAN BROTHERS INC.
BD
CRD#: 7506
ATLANTA, GA
Past
December 4, 1992 - June 10, 1996
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
NEW YORK, NY
Past
September 24, 1984 - December 7, 1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/8/2017)
RR
Arizona(2/8/2017)
RR
Arkansas(2/8/2017)
RR
California(2/8/2017)
RR
Colorado(2/8/2017)
RR
Connecticut(2/8/2017)
RR
Delaware(2/8/2017)
RR
District of Columbia(2/8/2017)
RR
Florida(2/8/2017)
RR
Georgia(2/8/2017)
IAR
Georgia(2/14/2017)
RR
Hawaii(2/8/2017)
RR
Idaho(2/8/2017)
RR
Illinois(2/8/2017)
RR
Indiana(2/8/2017)
RR
Iowa(2/8/2017)
RR
Kansas(2/8/2017)
RR
Kentucky(2/8/2017)
RR
Louisiana(2/8/2017)
IAR
Louisiana(5/12/2017)
RR
Maine(2/8/2017)
RR
Maryland(2/8/2017)
RR
Massachusetts(2/8/2017)
RR
Michigan(2/8/2017)
RR
Minnesota(2/8/2017)
RR
Mississippi(2/8/2017)
RR
Missouri(2/8/2017)
RR
Nebraska(2/8/2017)
RR
New Hampshire(2/8/2017)
RR
New Jersey(2/8/2017)
RR
New York(2/8/2017)
RR
North Carolina(2/14/2017)
RR
North Dakota(2/8/2017)
RR
Ohio(2/8/2017)
RR
Oklahoma(2/8/2017)
RR
Oregon(2/8/2017)
RR
Pennsylvania(2/8/2017)
RR
Puerto Rico(2/8/2017)
RR
Rhode Island(2/8/2017)
RR
South Carolina(2/8/2017)
RR
South Dakota(2/8/2017)
RR
Tennessee(2/8/2017)
RR
Texas(2/8/2017)
IAR
Texas(12/11/2020)
RR
Utah(2/8/2017)
RR
Vermont(2/8/2017)
RR
Virginia(2/8/2017)
RR
West Virginia(2/8/2017)
RR
Wisconsin(2/8/2017)
RR
Wyoming(2/8/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
