James David Palmer
Investment adviser representative at Rhodes Investment Advisors, Inc.
24 yearsExperience
1 stateRegistered in
$419.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Rhodes Investment Advisors, Inc.Jul 2002 to now
- Rhodes Securities, Inc.Jul 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rhodes Investment Advisors, Inc.
$419.2MAssets managed
805Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2369773
- Firm CRD
- 114245