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Rhonda Louise Ducote

APRIEM ADVISORS·IRVINE, California
Clean recordAPRIEM ADVISORS
19200 VON KARMAN AVENUE, IRVINE, CA 92612CRD# 2596569Firm CRD# 108188

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rhonda Louise Ducote · IRVINE, CA
Registration
CRD #2596569 · APRIEM ADVISORS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rhonda Louise Ducote is a registered financial advisor based in IRVINE, California, affiliated with APRIEM ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
APRIEM ADVISORS
APRIEM ADVISORS
AUM
$1.0B
Regulatory assets under management
Employees
16
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2596569
Firm CRD# 108188
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rhonda Louise Ducote offer?
Rhonda Louise Ducote specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.
What are Rhonda Louise Ducote's credentials?
Rhonda Louise Ducote is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rhonda Louise Ducote located?
Rhonda Louise Ducote is based in IRVINE, California, working with APRIEM ADVISORS. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Rhonda Louise Ducote charge for services?
Rhonda Louise Ducote's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APRIEM ADVISORS?
APRIEM ADVISORS has approximately 16 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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