David Michael Rhoads

Interactive Financial Advisors

30 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningInsurance Planning

Interactive Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

33 advisors

Number of Clients

2,151 clients

Average Client Portfolio

$157K average

Assets Under Management

$337.8M

Fee Structure

Minimum Investment:$1K

Location

8859 Sudley Rd, Suite 102, Manassas, VA, 20110

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

David is the owner/broker of Rhoads Capital Group, Inc. since 2000, where he spends about half his time selling property/casualty and life/health insurance. He is also an investment advisor representative for Interactive Financial Advisors since 2004 and teaches tennis.