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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Signify Wealth LLC 5 years, 1 month Mar 2015 - Present
Saxony Securities Inc 3 years, 7 months Jan 2015 - Aug 2018
Next Wealth LLC 1 month, 4 weeks Jan 2015 - Mar 2015
Signify Wealth LLC 8 years, 4 months Dec 2011 - Present
Strategic Partners Wealth Management LLC 3 years, 1 month Dec 2011 - Jan 2015
National Planning Corporation 3 years, 1 month Dec 2011 - Jan 2015
Gilford Securities 8 months Apr 2011 - Dec 2011
National Planning Corporation 3 years, 6 months Oct 2007 - Apr 2011

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Stephen Rhodes

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 11, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Dec 11, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Signify Wealth LLC

Last updated on Feb. 26, 2020
    • $146.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 255
      Accounts
    • $576.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees