Unclaimed Profile

Rebecca Folline Rhodes

CCM INVESTMENT ADVISERS, LLC·COLUMBIA, South Carolina

Series 65Clean record17 years registeredCCM INVESTMENT ADVISERS, LLC

1201 MAIN STREET SUITE 1910, COLUMBIA, SC 29201CRD# 3130828Firm CRD# 105743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebecca Folline Rhodes · COLUMBIA, SC

Registration

CRD #3130828 · CCM INVESTMENT ADVISERS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

CCM INVESTMENT ADVISERS, LLC

Jan 2009 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 22, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CCM INVESTMENT ADVISERS, LLC

CRD 105743 · SEC 801-29159

AUM

$1.1B

Regulatory assets under management

Employees

906 client accounts

Services offered by CCM INVESTMENT ADVISERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CCM INVESTMENT ADVISERS, LLC →

Introduction

Speak with Rebecca

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Rebecca is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COLUMBIA?

Browse all registered financial advisors in COLUMBIA, South Carolina or claim this profile if it's yours.

Browse COLUMBIA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Rebecca Folline Rhodes offer?

Rebecca Folline Rhodes specializes in Investment Management, Wealth Management. Contact their office in COLUMBIA, South Carolina for a consultation.

What are Rebecca Folline Rhodes's credentials?

Rebecca Folline Rhodes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebecca Folline Rhodes located?

Rebecca Folline Rhodes is based in COLUMBIA, South Carolina, working with CCM INVESTMENT ADVISERS, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Rebecca Folline Rhodes charge for services?

Rebecca Folline Rhodes's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCM INVESTMENT ADVISERS, LLC?

CCM INVESTMENT ADVISERS, LLC has approximately 11 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →