PR
Paul G. Rhodes
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
Europort Road, GX11 1AA
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CRD#: 7505599
PR
Professional summary
Paul Geoffrey Rhodes is a registered financial advisor currently at BLACKTOWER FINANCIAL MANAGEMENT (US) LLC .
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Paul has worked at 1 firm and has passed the Series 65 exam.
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.
Presently employed by Blacktower International (Gibraltar) inn the role of Associate Director. Renumeration is in the form of a percentage split based on fees charged to clients. Blacktower Financial management International; Associate Director; Investment related: Yes; Unit 2, Waterport Place Floor 2, 3 Europort Rd, Gibraltar Gibraltar GX111AA Gibraltar; Financial Advisory; Duties: Adice international clients on investment solutions; 2013-01-01; Hours per month devoted to business during trading hours: 120; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 80; Blacktower Financial Management Group (Cyprus) Ltd; Associate Director; Investment related: Yes;102 Michael Zavou, 1st Floor, Ayios Athanasios Limassol Limassol 4107 Cyprus; Investment Advisory; Duties: Advise clients on Investments; 2019-12-31; Hours per month devoted to business during trading hours: 15; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 10; Blacktower Insurance agents and advisors Limited; Associate Director; Investment related: Yes; 102 Michael Zavou, 1st Floor, Ayios Athanasios Limssol limassol 4107 Cyprus; Investment Advisory; Duties: Advise clients on investment options; 2019-12-31; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 5;
CRS (Client Relationship Summary) - RIA
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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
March 14, 2022 - Present
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
Office #1: Waterport Place, Floor 2 Unit 2.3, Europort Road, GX11 1AARIA
CRD#: 289142
Europort Road,
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".
BF
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
BAYCREST WEALTH US | VALAIS WEALTH MANAGEMENT | SJB US | HEADWAY WEALTH | DAVID JAMES WEALTH USA | CAMERON JAMES USA | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
CRD#: 289142 / SEC#: 801-111088
RIA
Registered Investment Advisory firm - (9/5/2017 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.Highlighted states indicate IAR registrations
IAR
Texas(3/14/2022)
Current Firm
BF
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
BAYCREST WEALTH US | VALAIS WEALTH MANAGEMENT | SJB US | HEADWAY WEALTH | DAVID JAMES WEALTH USA | CAMERON JAMES USA | BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
CRD#: 289142 / SEC#: 801-111088
RIA
Registered Investment Advisory firm - (9/5/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4700 Millenia Boulevard Sute 175, Orlando, FL 32839
Mailing Address
Phone number
+1 (407) 362-7753
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 495 |
| AUM (Assets Under Management) | $ 122,828,254 |
Red Flags
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Company Information
BLACKTOWER FINANCIAL MANAGEMENT (US) LLC
CRD#: 289142Europort Road, GX11 1AATRUST BUT VERIFY
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