David A. Rhodes, CFP<sup>&reg;</sup> - Financial Advisor

David A. Rhodes, CFP®

ChFC®, AIF®

Mt. Juliet Advisors

9695 Lebanon Rd, Ste 130
Mount Juliet, TN 37122-5538
FINANCIAL ADVISOR'S WEBSITE
(615) 953-9487 CONNECT WITH David
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General

David Rhodes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mt. Juliet Advisors in Mount Juliet, TN and the surrounding communities.

Financial Advisor Overview

David has been in the financial services industry for over 30 years serving clients in many different states. He uses financial planning and investment processes that help his clients to make well-informed decisions at critical points in their financial lives. David's practice is built on the following personal beliefs: Long-term, healthy relationships are built on honest, open communication. An advisor must know the "big picture" before giving advice. Things will change, so flexibility is a key planning element. Every client is unique, so no one solution is always the best answer. Trust must be earned.

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Financial Advisor Experience

After earning his Bachelor's degree from the State University of New York at Fredonia in Economics (December 1988), David obtained his securities (Series 7) license and moved to West Palm Beach Florida. After a short stint as a stockbroker at a small brokerage firm, he worked for a financial planning firm and learned the business from the ground up. Deciding to make financial planning his career, he obtained his ChFC (Chartered Financial Consultant) designation in 1995 (October 18th) from the American College in Bryn Mawr, PA. Just under a year later (9/16/96), he challenged and passed the CFP Comprehensive Exam. On September 1st, 2001, he struck out on his own. In June of 2006, he moved his business to Tennessee while continuing to serve clients in many states. In 2015 he added the AIF designation. In 2016 David formed Mt. Juliet Advisors, LLC.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: TN, GA, FL, PA, NY, IL, MI, WA, SC
  • Fixed annuities: TN, GA, FL, PA, NY, IL, MI, WA, SC
  • Variable annuities: TN, GA, FL, NY, IL, MI, WA, SC

Broker-Dealer Affiliation

United Planners Financial Services of America

Broker-Dealer Disclaimer

Securities offered through SCF Securities, Inc. - Member FINRA/SIPC • Investment Advisory Services offered through SCF Investment Advisors, Inc. 155 E. Shaw Ave. Suite 102, Fresno, CA 93710 • (800) 955-2517 • Fax (559) 456- 6109. SCF Securities, Inc. and Mt. Juliet Advisors, LLC are independently owned and operated. www.scfsecurities.com
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Sudden Wealth

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Helpful Financial Planning Resources