Brian Frederick Rhodes
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- (dba) EverenceOct 2019 to now
- Concourse Financial Group Securities Inc Fka Proequities IncJan 2016 to Feb 2025
- Everence Financial AdvisorsSep 2015 to Oct 2019
- Everence Trust CompanySep 2015 to Oct 2019
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6564108
- Firm CRD
- 105644