Gregory M. Rhines

WEALTH BUILDERS FINANCIAL GROUP LLC

Westminster, MD 21157-6276

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CRD#: 4275593

Professional summary

Gregory Melvin Rhines is a registered financial advisor currently at WEALTH BUILDERS FINANCIAL GROUP LLC located in Westminster, Maryland.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gregory has worked at 3 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

09-01-1992 TO PRESENT - WEALTH BUILDERS CPA & CONSULTANTS, 531 OLD WESTMINSTER PIKE, SUITE 201, WESTMINISTER, MD 21157; TITLE-PRESIDENT; DUTIES-MANAGEMENT; TIME SPENT-90%; COMPENSATED BY SALARY & DIVIDENDS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Melvin Rhines'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®

None

Experience

Current

May 10, 2022 - Present

WEALTH BUILDERS FINANCIAL GROUP LLC

Office #1: 37 S. Cranberry Road Suite A4, Westminster, MD 21157-6276

RIA

CRD#: 138413

Westminster, MD

Past

January 17, 2006 - December 31, 2018

WEALTH BUILDERS FINANCIAL GROUP LLC

RIA

CRD#: 138413

WESTMINSTER, MD

Past

January 10, 2001 - December 31, 2005

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

WESTMINISTER, MD

Past

November 7, 2000 - December 31, 2005

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

SEVERNA PARK, MD

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.

Highlighted states indicate IAR registrations

IAR

Maryland
(5/10/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/6/2000

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 11/6/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEALTH BUILDERS FINANCIAL GROUP LLC

CRD#: 138413 / SEC#:

Maryland

Registered Investment Advisory firm - (1/17/2006 Approved)

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Contact information

Main Address

37 S. Cranberry Road Suite A4, Westminster, MD 21157-6276

Mailing Address

Phone number

(410) 876-2837

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	492
AUM (Assets Under Management)	$ 38,649,748

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.

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Gregory M. Rhines

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Melvin Rhines's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH BUILDERS FINANCIAL GROUP LLC

WEALTH BUILDERS FINANCIAL GROUP LLC

MEDALLION ADVISORY SERVICES, LLC

MEDALLION INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/6/2000

Series 6

Date: 11/6/2000

Current Firm

WEALTH BUILDERS FINANCIAL GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH BUILDERS FINANCIAL GROUP LLC

TRUST BUT VERIFY

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