Advisor at Equitable Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Andalusia, AL
Credentials
Series 66
Industry experience
7 years
Alison Rhodes is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She previously worked at Bankers Life and its affiliated entities from 2013 to 2022. Outside of her advisory role, Rhodes volunteers with Finding Forever Dog and Cat Rescue, assisting with fundraising and donation coordination. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes client intake processes to tailor services based on goals and risk tolerance.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Andalusia, AL
Alabama
Equitable Advisors
2022 - Present (4 years)
Bankers Life Advisory Services Inc
2019 - 2022 (3 years)
Bankers Life Securities Inc
2018 - 2022 (4 years)
Bankers Life & Casualty
2013 - 2022 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Andalusia, AL
Capstone Wealth Advisors, LLC
Shon Mc Clung is a CFP® professional with three years of experience in the financial advisory industry. He currently works at Capstone Wealth Advisors, LLC and has prior experience at Prevett Financial and Providence Financial Consulting, LLC. In addition to his advisory role, Mc Clung is an accountant with White, McClung, and Barber, LLC and is an independent licensed insurance agent. Capstone Wealth Advisors provides portfolio management and financial planning services primarily for individual clients, as well as charitable organizations and business entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering both discretionary and non-discretionary management alongside financial planning tailored to client risk tolerances.
Series 65
Andalusia, AL
Capstone Wealth Advisors, LLC
Terry Wilson is a financial advisor at Capstone Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for PowerSouth Energy Cooperative for over 20 years. Wilson is also licensed as an insurance agent and sells various insurance products. Capstone Wealth Advisors provides portfolio management and financial planning primarily for individual clients, as well as charitable organizations and business entities. The firm combines fundamental analysis with modern portfolio theory, offering both discretionary and non-discretionary management along with one-time and ongoing financial planning services.
Series 66
Andalusia, AL
Ameriprise
Ronald Sansom Jr. is a financial advisor with Ameriprise in Andalusia, Alabama, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise. Outside of his advisory role, he serves as president of the Kinston Schools Foundation and is a board member of the Kiwanis Foundation. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations primarily for Ameriprise-managed accounts.
Series 66
Andalusia, AL
Cetera
Jarred Odom is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His career includes roles at Regions Bank and various Cetera entities. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.
Series 66
Andalusia, AL
LPL Financial
William Chambers is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked for CCB Community Bank for thirteen years. Chambers serves as a board member of the Andalusia Area Chamber of Commerce, a nonprofit organization in Andalusia, Alabama. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.
Series 66
Andalusia, AL
Edward Jones
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