Rhonda L. Grover
WEALTH 360
Buford, GA 30518
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CRD#: 7557284
Professional summary
Rhonda Lee Grover, CFP® is a registered financial advisor currently at WEALTH 360, LLC located in Buford, Georgia.
Rhonda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Rhonda has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Rhonda Lee Grover'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®
CFP®
Start date: 2022
Experience
Current
May 23, 2022 - Present
WEALTH 360, LLC
Office #1: 1400 Buford Highway Suite M-4, Buford, GA 30518RIA
CRD#: 141663
Buford, GA
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
Georgia(5/23/2022)
IAR
Texas(5/23/2023)
Exams
Current Firm
W3
WEALTH 360, LLC
ACE CAPITAL MANAGEMENT | WEALTH 360, LLC | ALEXANDER INVESTMENT ADVISORY, LLC
CRD#: 141663 / SEC#:
Georgia
Registered Investment Advisory firm - (1/4/2007 Approved)North Carolina
Registered Investment Advisory firm - (11/15/2007 Terminated)Texas
Registered Investment Advisory firm - (1/9/2013 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1400 Buford Highway Suite M-4, Buford, GA 30518
Mailing Address
Phone number
(678) 392-1155
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 353 |
| AUM (Assets Under Management) | $ 68,839,243 |
Red Flags
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Company Information
WEALTH 360, LLC
CRD#: 141663Buford, GA 30518TRUST BUT VERIFY
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